Advisor at Stifel Independent Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stifel Independent Advisors, LLC
Location
Edinboro, PA 16412
Credentials
Series 66
Industry experience
2 years
Stifel Independent Advisors
2023 - Present (3 years)
Pnc
2020 - 2023 (3 years)
Grub Hub
2020 - 2020 (1 year)
First National Bank
2020 - 2020 (1 year)
Rebich Investments
2019 - 2019 (1 year)
Rebich Investments
2018 - 2018 (1 year)
Westminster College
2016 - 2020 (4 years)
Mercyhurst Preparatory School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, CFA®, Series 65
Edinboro, PA
Robbins Wealth Management
Series 66
Cambridge Springs, PA
Success Wealth Management LLC
Series 66
Ednboro, PA
Secure Asset Management, L.L.C.
Series 63
Edinboro, PA
Stifel Independent Advisors, LLC
Series 66
Edinboro, PA
Stifel Independent Advisors, LLC
Series 66
Edinboro, PA
Stifel Independent Advisors, LLC
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