Unclaimed
Stephen William Drachnik is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since 2008. Stephen specializes in providing financial advice to individuals, families, and businesses. Stephen has a wide range of experience in various aspects of financial planning, including portfolio management, retirement planning, and estate planning. Stephen's expertise extends to working with high-net-worth individuals and families.
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
01/02/2018 - Present
Stifel, Nicolaus & Company, Inc. (O'FALLON MO)
MO
01/01/2008 - 10/28/2008
WACHOVIA SECURITIES, LLC (ST. PETERS MO)
MO
01/13/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. PETERS MO)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
06/09/1994 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
08/27/1991 - 06/06/1994
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
01/25/1991 - 08/12/1991
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
NA
02/16/1990 - 02/06/1991
GERMANIA SECURITIES, INC.
NY
05/25/1988 - 02/07/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/02/1986 - 04/13/1988
METLIFE SECURITIES INC.
NA
10/02/1986 - 04/13/1988
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 03/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1986
Series 6 - Investment Company Products/Variable Contracts 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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