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50,030 Results
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Stifel, Nicolaus & Company, Inc.

location

MACON, GA

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Lowell Shepley has been a registered representative for over 35 years. Lowell has been associated with Stifel, Nicolaus & Company, Inc. since August 2009. Prior to that, Lowell was with UBS Financial Services Inc. Lowell has experience in both the securities and investment advisory industries and offers a wide range of services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

VIRGINIA, MN

experience

39 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Loy Loraine Gotham is a financial advisor who has been in the industry for over 37 years. Loy Gotham is registered with Stifel, Nicolaus & Company, Inc., and has been with the firm since September 2009. Loy Gotham previously worked with UBS Financial Services Inc. Prior to that, Loy Gotham was a registered representative for UBS Financial Services Inc. in Virginia, Minnesota. Loy Loraine Gotham is licensed to provide financial advice in multiple states, including Minnesota, Texas, Arizona, Arkansas, Florida, Nevada, South Carolina, South Dakota, Washington and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

OMAHA, NE

experience

48 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Loy Olson is a financial advisor who has been in the industry since 1977. Loy is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Loy is registered in 31 states and holds several licenses, including Series 3, 7, 8, 9, 10, 63, and 65. Loy specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

Bloomfield Hills, MI

0 Disclosures

ADVISOR BIO

Loyd Benjamin Wellman is a financial advisor with Beacon Pointe Advisors, LLC based in Bloomfield Hills, MI. Loyd has been in the financial industry for over 10 years. Loyd is a Certified Financial Planner and has a strong background in portfolio management, financial planning, and investment advice. Prior to joining Beacon Pointe Advisors, LLC Loyd worked at FSC Securities Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

WMG Financial Advisors, LLC

location

KNOXVILLE, TN

0 Disclosures

ADVISOR BIO

Luann Craft Jarnagin is a financial advisor with WMG Financial Advisors, LLC. Luann has been in the industry since October 2009 and has a broad range of experience in both individual and business financial planning. Luann specializes in retirement planning, investment management, and insurance. Luann is a registered investment advisor and holds Series 6, 62, 63 and 65 licenses. Luann is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ATHENS, GA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Luanne Stone is a financial advisor at Stifel, Nicolaus & Company, Inc. Luanne specializes in a range of investment strategies, including retirement planning, college savings, and wealth management. Luanne is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

CHEVY CHASE, MD

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Lubna Hasan Qureshi is a registered representative with RBC Capital Markets, LLC. Lubna has been in the industry since February 15, 2017. Lubna holds Series 7, Series 66 and SIE licenses. Lubna Qureshi has registrations in 36 states and is active in both broker-dealer and investment advisor capacities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Checchi Capital Advisers, LLC

location

BEVERLY HILLS, CA

0 Disclosures

ADVISOR BIO

Luca Pasquini is an investment advisor representative at Checchi Capital Advisers, LLC. Luca specializes in providing investment advisory services to individuals, businesses, and pooled investment vehicles. Luca is registered with the state of California as an investment advisor representative.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Mariner Wealth | CFA ® (Certifications)

location

BRENTWOOD, MO

0 Disclosures

ADVISOR BIO

Luca Vujovic is a financial advisor with Mariner Wealth. Luca Vujovic is a Chartered Financial Analyst and has been in the industry since 2017. Luca Vujovic holds active licenses for the state of Illinois and Missouri. Luca Vujovic specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and portfolio management for pooled investment vehicles. Luca Vujovic is located in Brentwood, Missouri.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Luca Erozer is an investment advisor representative with Fisher Investments. Luca has been in the industry since 2015 and has experience working with a variety of clients including high-net-worth individuals, insurance companies, corporations and charitable organizations. Luca is licensed in Florida and Texas and holds Series 63, 66, 7 and SIE licenses. Luca has previously worked with TD Ameritrade, Inc. and Fidelity Brokerage Services LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles

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