Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Mitchell Leisses is a registered representative with Stifel, Nicolaus & Company, Inc., with over 2 years in the financial industry. Parker is based in the Madison office of Stifel. Parker holds Series 7TO and SIE licenses and has a strong background in financial planning, portfolio management, and investment advising. Parker specializes in serving individuals, corporations, charitable organizations, insurance companies, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, 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
WI
11/13/2024 - Present
Stifel, Nicolaus & Company, Inc. (MADISON WI)
BC
Issued 07/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2024
SIE - Securities Industry Essentials 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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