Unclaimed
Raymond Breckenkamp is a financial advisor at Stifel, Nicolaus & Company, Inc. based in St. Louis, Missouri. Raymond has been in the financial services industry since June 2014. Raymond has passed the Series 66, Series 7 and SIE exams. Raymond has specialized knowledge in the areas of financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Raymond has a strong track record of success in the financial services industry.
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
11/10/2016 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
01/27/2015 - 11/18/2016
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
08/14/2014 - 11/12/2014
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
07/20/2012 - 12/12/2012
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 08/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2012
Series 7 - General Securities 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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