Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merna? Claim Your ProfileMerna Kay Thompson is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Merna has 20 years of experience in the financial services industry. Merna holds Series 7, SIE and Series 63 licenses and is registered in Illinois and Missouri. Merna has previously been employed by FULCRUM SECURITIES, INC., FLAGSTONE SECURITIES, LLC, and WALNUT STREET SECURITIES, INC. Merna has experience working with a variety of clients, including individuals, corporations, institutions, and high-net-worth individuals.
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
08/31/2011 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
02/06/2008 - 02/24/2009
FULCRUM SECURITIES, INC. (ST. LOUIS MO)
MO
01/24/2005 - 02/01/2008
FLAGSTONE SECURITIES, LLC (ST. LOUIS MO)
CA
12/04/2000 - 04/12/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 12/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
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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