Unclaimed
Scot Gilbert Sinkler is a financial advisor with Stifel, Nicolaus & Company, Inc. Scot has been in the industry since 1981. Scot has a strong background in financial planning, portfolio management for individuals and businesses, and pension consulting. Scot is registered in 24 states and has a broad range of experience serving a diverse clientele.
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
OH
07/10/2018 - Present
Stifel, Nicolaus & Company, Inc. (PEPPER PIKE OH)
OH
07/06/2018 - 07/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Pepper Pike OH)
OH
05/15/2009 - 07/09/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PEPPER PIKE OH)
OH
06/25/2005 - 06/12/2009
JANNEY MONTGOMERY SCOTT LLC (PAINESVILLE OH)
PA
10/19/1992 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
OH
11/23/1990 - 10/23/1992
BUTLER, WICK & CO., INC. (YOUNGSTOWN OH)
OH
11/21/1989 - 11/26/1990
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
OH
04/13/1981 - 04/17/1989
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
04/07/1989 - 04/15/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 01/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1981
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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