Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wiktor? Claim Your ProfileWiktor Gier is a financial advisor who has been working in the industry since July 20, 2019. Gier is currently registered with Stifel, Nicolaus & Company, Inc., in Pensacola, Florida. Wiktor has a Series 7TO, Series 63 and Series 65 license and is also a Certified Financial Planner. Prior to working with Stifel, Nicolaus & Company, Inc., Gier worked at Raymond James & Associates, Inc. in St. Petersburg, Florida.
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
03/18/2024 - Present
Stifel, Nicolaus & Company, Inc. (PENSACOLA FL)
FL
07/09/2021 - 01/26/2024
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 03/07/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2021
SIE - Securities Industry Essentials 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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