Unclaimed
Trudi Grospitch Miner is a registered representative with Stifel, Nicolaus & Company, Inc. Trudi has been in the industry since 1982, and has a Series 7 and Series 66 license. Trudi is licensed to work in the following states: California, Colorado, Florida, Georgia, Illinois, Michigan, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Trudi has been with Stifel, Nicolaus & Company, Inc. since 2009. Prior to that, Trudi was employed by Butler, Wick & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
OH
03/10/2009 - Present
Stifel, Nicolaus & Company, Inc. (FAIRLAWN OH)
OH
02/15/2008 - 03/10/2009
BUTLER, WICK & CO., INC. (FAIRLAWN OH)
OH
09/23/1982 - 02/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 08/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Trudi Miner is the right advisor for you? Invested Better is here to help.