Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dever is a registered representative with Stifel, Nicolaus & Company, Inc. Patrick has been in the industry since January 1992. Patrick has been with Stifel, Nicolaus & Company, Inc. since October 2014. Patrick is registered with the following states: Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, and Virginia. Patrick specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
PA
10/31/2014 - Present
Stifel, Nicolaus & Company, Inc. (WEST CHESTER PA)
PA
06/01/2009 - 11/13/2014
MORGAN STANLEY (WEST CHESTER PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CHESTER PA)
PA
01/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CHESTER PA)
PA
07/31/1993 - 02/01/2006
CITIGROUP GLOBAL MARKETS INC. (MEDIA PA)
NY
01/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1992
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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