Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Markus? Claim Your ProfileMarkus Kraemling is a financial advisor at Stifel, Nicolaus & Company, Inc. Markus has been in the industry since 2005. He has a Series 7, Series 63 and SIE licenses. Markus is registered with the Financial Industry Regulatory Authority (FINRA). Markus is registered in California, Colorado, Illinois, Kansas, New Mexico, New York, Texas and Utah. Markus previously worked at CREDIT SUISSE SECURITIES (USA) LLC and UBS SECURITIES LLC. Stifel, Nicolaus & Company, Inc. is a full-service investment firm that offers a wide range of financial products and services. The firm manages over $149 billion in assets.
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
CA
09/05/2023 - Present
Stifel, Nicolaus & Company, Inc. (SAN FRANCISCO CA)
CA
09/20/2022 - 10/04/2023
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
09/17/2004 - 05/27/2022
UBS SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 09/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
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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