Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Adele Steury is a financial advisor with Stifel, Nicolaus & Company, Inc.. She has been in the securities industry since 1993. Sheila has a wide range of experience and is registered in numerous states to provide financial advice. She is also qualified to offer a variety of investment products and services. She has a strong commitment to her clients and strives to provide them with the highest quality of service.
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.
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2
OH
09/25/2009 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBUS OH)
OH
02/09/2007 - 09/25/2009
UBS FINANCIAL SERVICES INC. (NEW ALBANY OH)
OH
12/10/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (NEW ALBANY OH)
MO
08/19/1994 - 01/10/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
KS
01/22/1994 - 09/06/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
10/12/1993 - 11/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1993
Series 6 - Investment Company Products/Variable Contracts 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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