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Philip Zielonka

Stifel, Nicolaus & Company, Inc.

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About Philip Zielonka

Philip Zielonka is a financial professional with experience in the securities industry. Philip is currently registered with Stifel, Nicolaus & Company, Inc., and previously worked at BOWEN ADVISORS, INC. Philip holds Series 63, Series 79TO, and SIE licenses. Philip offers a range of financial planning and investment advisory services to individual and institutional clients.

Firm Information

Philip Zielonka is currently registered with Stifel, Nicolaus & Company, Inc.. Stifel, Nicolaus & Company, Inc. is a corporation headquartered in ST LOUIS, MO, United States. Founded in 1900, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. With over 5,000 registered representatives and $149.2 billion in regulatory assets under management, the firm serves a wide range of clients including high-net-worth individuals, corporations, and institutional investors.
Stifel, Nicolaus & Company, Inc.

501 N BROADWAY

ST LOUIS, MO 63102

$149.25B

Assets Under Management

Not reported

Total Clients

4,272

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Zielonka’s Registration & Firm History

MA

03/10/2021 - Present

Stifel, Nicolaus & Company, Inc. (BOSTON MA)

MA

10/01/2019 - 03/01/2021

BOWEN ADVISORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/06/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Zielonka.
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