Unclaimed
Marcus Childers is a financial advisor with Stifel, Nicolaus & Company, Inc. based in MOBILE, AL. Marcus has been in the industry since 1987, with experience at firms such as UBS Financial Services Inc. and J.C. Bradford & Co. Marcus offers a variety of services, including financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AL
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (MOBILE AL)
AL
08/14/2000 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MOBILE AL)
NY
03/20/1995 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
TN
02/26/1987 - 03/27/1995
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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