Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Lynn McGrew is a registered representative with Stifel, Nicolaus & Company, Inc. and is licensed to provide securities and investment advisory services in 49 states, the District of Columbia and Texas. Patti has been in the securities industry since 1997. Patti previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. and Huntington Capital Corp. Patti holds licenses for Series 6, Series 7, and Series 66. Stifel, Nicolaus & Company, Inc. provides a variety of financial services including financial planning, portfolio management for businesses, and portfolio management for 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
OH
11/06/2020 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBUS OH)
OH
03/29/1999 - 11/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
OH
11/26/1997 - 03/11/1999
HUNTINGTON CAPITAL CORP. (COLUMBUS OH)
BOTH
Issued 12/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1997
Series 6 - Investment Company Products/Variable Contracts 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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