Unclaimed
Paul Charles Drueke is an investment advisor representative at Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the financial services industry. Paul is a registered representative and investment advisor in several states, including Michigan, Texas, and California. He is also a Series 7, 8, 9, 10, 24, 63, and 65 licensed professional. Paul has worked for Stifel, Nicolaus & Company, Inc. since January 1989. Prior to joining Stifel, Nicolaus & Company, Inc., he was employed at PRIMUS FINANCIAL SERVICES, INC., BUYS-MACGREGOR, MACNAUGHTON- GREENAWALT & CO., and BUYS, MAC GREGOR AND COMPANY. Paul specializes in 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
MI
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
NA
05/05/1988 - 01/10/1989
PRIMUS FINANCIAL SERVICES, INC.
NA
11/29/1976 - 11/06/1987
BUYS-MACGREGOR, MACNAUGHTON- GREENAWALT & CO.
NA
11/01/1975 - 11/29/1976
BUYS, MAC GREGOR AND COMPANY
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/28/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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