Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sissy? Claim Your ProfileSissy Schram Levy is an active Registered Representative and Investment Advisor Representative in the state of Georgia. Sissy has been in the securities industry since 1984. Sissy is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2015. Sissy has experience with many types of clients including high net worth individuals, corporations or other businesses, and charitable organizations. Sissy also has previous experience with Sterne, Agee & Leach, Inc., Sterne Agee Capital Markets, Inc. and The Robinson-Humphrey Company Inc.
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
GA
10/12/2018 - Present
Stifel, Nicolaus & Company, Inc. (SAVANNAH GA)
GA
02/09/1996 - 07/07/2015
STERNE, AGEE & LEACH, INC. (SAVANNAH GA)
AL
11/30/2000 - 04/19/2002
STERNE AGEE CAPITAL MARKETS, INC. (BIRMINGHAM AL)
GA
03/22/1984 - 02/20/1996
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
IA
Issued 12/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
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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