Unclaimed
Tarah Thompson is a registered representative with Stifel, Nicolaus & Company, Inc. Tarah has been working in the financial services industry for over 10 years and is dedicated to helping clients achieve their financial goals. Tarah's areas of expertise include portfolio management, financial planning, and retirement planning. The firm also provides services such as investment management, wealth management, and trust services. Tarah has been with Stifel since October 2024.
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.
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MI
01/14/2025 - Present
Stifel, Nicolaus & Company, Inc. (BLOOMFIELD HILLS MI)
Active
Inactive
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