Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sibyl? Claim Your ProfileSibyl Catherine Saager-zekic is a financial advisor at Stifel, Nicolaus & Company, Inc.. Sibyl has been a registered representative for over 30 years, having worked in the financial services industry since 1987. Sibyl is licensed to provide financial advice in multiple states including Pennsylvania, Texas, and New York. Sibyl's experience includes serving clients of all sizes, from individuals and families to large corporations. In addition to portfolio management, Sibyl also provides financial planning services.
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
PA
05/18/2021 - Present
Stifel, Nicolaus & Company, Inc. (BETHLEHEM TOWNSHIP PA)
PA
04/02/2008 - 05/08/2015
WELLS FARGO ADVISORS, LLC (SCRANTON PA)
NJ
12/14/1990 - 04/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERSEY CITY NJ)
NY
06/04/1987 - 05/11/1989
BARING SECURITIES INC. (NEW YORK NY)
NA
08/02/1985 - 03/18/1987
QUADREX SECURITIES CORPORATION
IA
Issued 11/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
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
Not sure Sibyl Saager-zekic is the right advisor for you? Invested Better is here to help.
