Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sylvia? Claim Your ProfileSylvia Rheker is a financial advisor at Stifel, Nicolaus & Company, Inc. She has been in the financial services industry since 2001. Sylvia holds the Series 7, Series 63 and Series 66 securities licenses. She is also registered as an investment advisor representative in Florida and Texas. Sylvia has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. She is committed to helping clients achieve their financial goals.
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
FL
10/25/2023 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH GARDENS FL)
OH
01/11/2023 - 10/25/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
FL
07/25/2022 - 09/02/2022
KOVACK SECURITIES INC. (Palm Beach Gardens FL)
FL
06/06/2022 - 07/26/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (VERO BEACH FL)
FL
04/19/2018 - 07/05/2022
UBS FINANCIAL SERVICES INC. (NAPLES FL)
FL
01/01/2008 - 04/05/2018
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
FL
11/07/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPLES FL)
FL
04/10/2002 - 11/06/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
MO
04/03/2001 - 04/09/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 08/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
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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