Unclaimed
Payton Nicole Parenti is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and has over 3 years of experience in the industry. Payton Parenti holds the Series 63, Series 52TO, Series 7TO, and SIE licenses. Payton Parenti has been registered in Missouri since 2020 and has been employed by Stifel, Nicolaus & Company, Inc. since 2020. Prior to this role, Payton Parenti was employed at WELLS FARGO CLEARING SERVICES, LLC.
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
MO
06/24/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
04/04/2023 - 06/25/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
07/31/2020 - 03/14/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2019
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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