Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci Atwood is a financial advisor with over 25 years of experience in the industry. She holds Series 7, 9, 10, 24, 27, 31, 63, 65 and 99TO licenses. Staci is currently registered with Stifel, Nicolaus & Company, Inc. and Stifel Independent Advisors, LLC, and is licensed in multiple states. Staci Atwood provides financial planning, pension consulting, educational seminars and portfolio management services for individuals, businesses and pooled investment vehicles.
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
MO
01/17/2025 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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