Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Stevens is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Martin's professional experience spans over three decades, starting in 1988. Martin has a broad range of experience in the financial services industry, having previously worked at various firms, including Everen Securities, Inc., Neidiger, Tucker, Bruner, Inc., H. T. Fletcher Securities Incorporated, Dean, Johnson & Burke Securities, Inc., Anderson, Bryant & Co., Tri-Bradley Investments, Kober Financial Corp., and Power Securities Corporation. Martin is licensed in numerous states across the U.S. for both brokerage and investment advisory services.
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
CO
07/10/2019 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
MO
12/04/1992 - 12/16/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CO
12/13/1990 - 12/11/1992
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
NA
10/02/1989 - 12/15/1990
H. T. FLETCHER SECURITIES INCORPORATED
NA
04/21/1989 - 05/01/1990
DEAN, JOHNSON & BURKE SECURITIES, INC.
NA
07/13/1989 - 10/17/1989
ANDERSON, BRYANT & CO.
NA
04/05/1989 - 05/18/1989
TRI-BRADLEY INVESTMENTS
NA
02/13/1989 - 03/27/1989
KOBER FINANCIAL CORP.
NA
02/24/1988 - 02/28/1989
POWER SECURITIES CORPORATION
BOTH
Issued 05/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
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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