Unclaimed
Stephen Granet is a financial advisor with Stifel, Nicolaus & Company, Inc. Stephen has over 40 years of experience in the financial services industry, specializing in providing investment advice to individual and institutional clients. Stephen has extensive knowledge of a variety of investment products and strategies.
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
NJ
04/24/2007 - Present
Stifel, Nicolaus & Company, Inc. (MORRISTOWN NJ)
NJ
04/29/2002 - 04/24/2007
RYAN BECK & CO. (ROSELAND NJ)
NY
06/01/2001 - 05/14/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
01/18/1991 - 06/05/2001
DRESKIN, GILLMAN & GRANET, INC. (ROSELAND NJ)
NY
06/26/1984 - 02/14/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/22/1978 - 06/26/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
03/07/1975 - 02/22/1978
LEHMAN BROTHERS INCORPORATED
NA
02/06/1973 - 03/20/1975
ABRAHAM & CO., INC.
NA
02/22/1971 - 03/21/1973
HARDY & CO.
NA
04/28/1970 - 03/08/1971
BACHE & CO INCORPORATED
BC
Issued 09/27/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1969
Series 1 - Registered 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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