Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shonna? Claim Your ProfileShonna Janessa Parker is a registered representative with Stifel, Nicolaus & Company, Inc., and has been in the industry for over 1 year. Shonna Parker is licensed to provide investment advice in multiple states. Shonna Parker works in the Sarasota, FL branch office. Stifel, Nicolaus & Company, Inc. has a team of over 2500 investment advisors and manages over $149 billion in assets. Stifel, Nicolaus & Company, Inc. is a national firm providing a range of investment products and services, including financial planning, portfolio management, and retirement planning.
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
FL
07/18/2023 - Present
Stifel, Nicolaus & Company, Inc. (SARASOTA FL)
BOTH
Issued 06/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials 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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