Unclaimed
Maria Kuiper is a financial advisor at Stifel, Nicolaus & Company, Inc. located in Grand Rapids, Michigan. Maria has been in the industry since 2019 and is registered in 46 states. Maria is a Chartered Financial Analyst and holds multiple securities licenses, including Series 7TO, 9, 10, and 66. Maria specializes in financial planning, portfolio management for individuals and businesses, and providing investment advice to pension plans and pooled investment vehicles.
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.
1
2
MI
03/19/2020 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
BOTH
Issued 02/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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