Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Schatz is a financial advisor with Stifel, Nicolaus & Company, Inc. in St. Louis, MO. Scott has been a licensed professional in the financial services industry since August 2009, and holds several licenses and certifications, including the Series 7, Series 63, Series 24, Series 57TO and the SIE exam. Scott has been with Stifel, Nicolaus & Company, Inc. since September 2009, and prior to that worked at KeyBanc Capital Markets Inc. in Cleveland, OH.
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
09/17/2009 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
OH
11/03/2008 - 12/18/2008
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
BC
Issued 11/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/09/2024
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2008
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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