Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silas? Claim Your ProfileSilas Newkirk is a financial advisor at Stifel Independent Advisors, LLC. Silas has been in the financial industry since January 2020 and is registered with FINRA and the state of Texas and Washington. Silas holds the Series 7, 66, and SIE licenses. Stifel Independent Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is a member of FINRA and SIPC. The firm provides financial planning, portfolio management, and other investment advisory services. Silas can help you with your 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
WA
02/06/2024 - Present
Stifel Independent Advisors, LLC (CHEHALIS WA)
WA
01/09/2020 - 02/12/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHEHALIS WA)
BOTH
Issued 05/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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