Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Haislip is a financial advisor with Stifel, Nicolaus & Company, Inc., and has been in the industry since 1993. She holds Series 7, Series 63 and Series 66 licenses and has a long history of working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Mary Elizabeth is committed to providing financial guidance and investment management services tailored to each client's unique needs. She has specialized experience in a wide range of areas, including financial planning, portfolio management for businesses and individuals, 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.
1
2
MO
02/05/2020 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
WI
08/01/2000 - 06/28/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
10/11/1999 - 08/24/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/02/1997 - 09/28/1999
CIBC WORLD MARKETS (NEW YORK NY)
MO
02/28/1997 - 10/07/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
05/20/1993 - 10/23/1996
BRIDGE TRADING COMPANY (ST. LOUIS MO)
BOTH
Issued 11/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1993
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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