Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick C. Dammert is a financial advisor with Stifel, Nicolaus & Company, Inc. Patrick has been in the financial services industry since 2014 and has been with Stifel Nicolaus & Co Inc since 2019. Patrick has a Series 7, Series 63, Series 65 and SIE license. Patrick is registered with the states of California, Florida, Georgia, Hawaii, Indiana, Kentucky, Michigan, Missouri, Ohio, Oklahoma, Oregon, South Carolina, Texas. Patrick is an active member of the financial services industry and is committed to providing excellent service to clients.
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
KY
04/23/2019 - Present
Stifel, Nicolaus & Company, Inc. (Covington KY)
OH
10/01/2015 - 04/29/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (CINCINNATI OH)
KY
06/14/2014 - 10/09/2015
RAYMOND JAMES & ASSOCIATES, INC. (COVINGTON KY)
IA
Issued 12/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2014
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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