Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheree? Claim Your ProfileSheree Luker is a financial advisor with Stifel, Nicolaus & Company, Inc. Sheree has over 30 years of experience in the financial services industry. Sheree is registered to provide investment advice in Alabama and Texas. Sheree provides financial planning, portfolio management for individuals and businesses, and educational seminars. Sheree has a strong track record of success in helping clients achieve their financial goals.
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
AL
01/13/2020 - Present
Stifel, Nicolaus & Company, Inc. (MONTGOMERY AL)
AL
06/01/2009 - 06/16/2010
MORGAN STANLEY SMITH BARNEY (MONTGOMERY AL)
AL
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MONTGOMERY AL)
GA
09/25/1989 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 08/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1989
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 08/24/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1997
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
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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