Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Kruszewski is an investment advisor representative with Stifel, Nicolaus & Company, Inc. Ronald has been in the securities industry since 1986. Ronald is registered with Financial Industry Regulatory Authority (FINRA) and the state of Missouri. Ronald has a Series 7, Series 24, Series 27, Series 52TO, Series 99TO, and SIE license. Ronald also holds a State of Missouri Series 63 license. Ronald has experience working with clients from various industries including investment clubs, insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Ronald's current firm is Stifel, Nicolaus & Company, Inc., and prior firms were BAIRD/MARK CAPITAL GROUP, A FLORIDA GENERAL PARTNERSHIP, ROBERT W. BAIRD & CO. INCORPORATED and ILLINOIS COMPANY INVESTMENTS, INC..
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
02/26/1999 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
NA
05/07/1992 - 10/29/1997
BAIRD/MARK CAPITAL GROUP, A FLORIDA GENERAL PARTNERSHIP
WI
09/21/1989 - 10/13/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
04/03/1986 - 07/06/1989
ILLINOIS COMPANY INVESTMENTS, INC.
BC
Issued 05/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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