Unclaimed
Myra Ann Thoele is a financial professional with over 35 years of experience in the industry. Myra is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 1996. Before joining Stifel, Nicolaus & Company, Inc., Myra was previously employed by BOATMEN'S INVESTMENT SERVICES, INC., DOMINICK & DOMINICK, INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Myra holds licenses in the State of Illinois and Missouri and is a Series 7, Series 55, Series 57TO and SIE licensed representative. Myra specializes in investment advisory services, financial planning, pension consulting, and portfolio management for individuals, businesses and pooled investment vehicles.
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
08/05/1996 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
11/07/1990 - 09/29/1995
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
CT
10/03/1988 - 08/24/1989
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
04/21/1988 - 10/03/1988
DOMINICK & DOMINICK, INCORPORATED
NA
08/23/1983 - 02/11/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 09/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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