Unclaimed
Peter D. Vanderschaaf is a financial advisor with Stifel, Nicolaus & Company, Inc. based in GRAND RAPIDS, MI. Peter has been in the industry since August 1982 and holds licenses in 26 states including MI and TX. Peter is also a registered Investment Advisor in MI and TX. Peter has a long history of experience in the industry, having worked for both PRIMUS FINANCIAL SERVICES, INC. and Stifel, Nicolaus & Company, Inc. Peter offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio management. Peter also works with a variety of clients including individuals, businesses, investment companies, and charitable organizations.
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
01/04/2018 - Present
Stifel, Nicolaus & Company, Inc. (GRAND RAPIDS MI)
NA
08/24/1982 - 01/10/1989
PRIMUS FINANCIAL SERVICES, INC.
IA
Issued 07/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
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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