Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Lynn Lafevers is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 25 years of experience in the industry. Samuel Lafevers has a background in the securities industry, having previously worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Samuel Lynn Lafevers is licensed to provide investment advice in Florida, Texas and other states. Stifel, Nicolaus & Company, Inc., is a leading wealth management firm that offers a wide range of financial services to individual and institutional clients.
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
FL
06/27/2018 - Present
Stifel, Nicolaus & Company, Inc. (VERO BEACH FL)
FL
01/01/2008 - 11/10/2009
WELLS FARGO ADVISORS, LLC (VERO BEACH FL)
FL
01/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VERO BEACH FL)
BOTH
Issued 04/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
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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