Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Sedler is a financial advisor with Stifel, Nicolaus & Company, Inc. in Jamestown, North Dakota. Steven has been in the financial services industry since 2010 and holds Series 6, 7, 63, and 66 licenses. Steven's previous experience includes roles at Wells Fargo Clearing Services, LLC and Thrivent Investment Management Inc. in Jamestown, North Dakota.
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
ND
02/11/2021 - Present
Stifel, Nicolaus & Company, Inc. (JAMESTOWN ND)
ND
07/18/2014 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (JAMESTOWN ND)
ND
08/30/2010 - 05/30/2014
THRIVENT INVESTMENT MANAGEMENT INC. (JAMESTOWN ND)
BOTH
Issued 08/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2010
Series 6 - Investment Company Products/Variable Contracts 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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