Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Richard Myers is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 20 years of experience in the industry. Mark has a strong track record of providing comprehensive financial planning, portfolio management, and investment advisory services to a diverse clientele. Mark is registered to provide investment advice and securities services in multiple states. Prior to joining Stifel, Nicolaus & Company, Inc., Mark was with Sterne, Agee & Leach, Inc. Mark's dedication to his clients' financial well-being is evident in his personalized approach and commitment to building lasting relationships.
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
AR
11/10/2015 - Present
Stifel, Nicolaus & Company, Inc. (FORT SMITH AR)
AR
02/13/2009 - 07/07/2015
STERNE, AGEE & LEACH, INC. (FORT SMITH AR)
OK
01/23/1998 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
IA
Issued 01/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative 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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