Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shonic? Claim Your ProfileShonic Troy Lee is a financial advisor with Stifel, Nicolaus & Company, Inc., based in Montgomery, Alabama. Shonic has been in the industry since July 20, 1987 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Shonic specializes in financial planning, portfolio management, and pension consulting. Shonic has a wide range of experience, having worked for several firms throughout the years. In addition to his role as a financial advisor, Shonic is also a board member for the University of Alabama FCA.
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
AL
06/22/2018 - Present
Stifel, Nicolaus & Company, Inc. (MONTGOMERY AL)
AL
06/01/2009 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (MONTGOMERY AL)
AL
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MONTGOMERY AL)
GA
11/29/1988 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NA
08/09/1988 - 12/05/1988
SHEARSON LEHMAN HUTTON INC.
NA
07/21/1987 - 08/08/1988
CENTRAL BROKERAGE SERVICES, INC.
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
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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