My Services

Stifel Nicolaus— working for every client and every goal

We strive to help all our clients with their wealth – by accumulating it, by managing it, by helping to preserve it, and by transferring it. That's why Stifel Nicolaus offers a suite of products and services to help address every client and every goal.

Products and Services Available Through Stifel Nicolaus

Annuities

·          Variable, Immediate, and Fixed

Asset Allocation

Cash Management

(Stifel Prestige^® Accounts)

·          Check Writing

·          Debit MasterCard^®

·          Bill Payment Services

·          Stifel @ccess (Online account access)

College Planning

·          529 College Savings Plans

·          Education Savings Accounts

Common Stocks

Consulting Services (Fee-Based Programs)

Corporate Executive Services

·          Cashless Stock Option Exercise

·          144 Restricted Stock Transactions

Corporate Finance

Equity Line of Credit

Financial Planning

Fixed Income Investments

·          Certificates of Deposit

·          Collateralized Mortgage Obligations (CMOs)

·          Corporate Bonds

·          Government and Agency Securities

·          Municipal Bonds

Insurance

·          Disability Insurance

·          Life Insurance (Individual and Business Applications)

·          Long-Term Care Insurance

IRAs

·          Traditional, Roth, and Rollovers

Managed Money

Money Market Funds

Mutual Funds

Options

Preferred Stocks

Public Finance

Qualified Plans

·          401(k) Plans

·          Profit Sharing Plans

·          Money Purchase Plans

·          SEP IRAs

·          SIMPLE IRAs

·          Defined Benefit Plans

Research

Retirement Planning

Syndicate Offerings

Trust and Estate Planning Issues

Unit Investment Trusts