Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kniesly is an active investment advisor with a history of service in the financial industry dating back to May 1976. Thomas has a strong track record in both Broker-Dealer and Investment Advisory activities, representing clients across a broad range of financial needs. Thomas currently works with Stifel, Nicolaus & Company, Inc. and is registered in Indiana and Texas. Thomas is well-versed in a variety of financial products and services, and has experience working with both individual and institutional clients.
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
IN
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
05/30/1989 - 02/28/2017
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
05/08/1985 - 06/12/1989
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
NA
06/05/1981 - 05/29/1985
TRAUB AND COMPANY, INC.
NA
05/08/1980 - 06/06/1981
WM. C. RONEY & CO.
NA
05/20/1976 - 06/07/1980
TRAUB AND COMPANY, INC.
IA
Issued 02/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/1976
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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