Stifel
Stock And Bond Brokers
Why pick this one
Stifel combines wealth management through 400 U.S. branches with a Wealth Tracker app and a full-service investment banking platform established in 1890.
Best for
- individuals and families planning for retirement
- clients seeking investment advisory and asset management
- clients wanting consolidated tracking of investments, bank accounts, loans, and liabilities
- institutional clients seeking investment banking, equity research, or fixed income capital markets
- organizations seeking public finance services
Specialties
- retirement planning
- investment advisory
- asset management
- investment banking
- equity research
- fixed income capital markets
- public finance
- wealth tracking and financial aggregation
Certifications
- Member NYSE
- Member FINRA
- Member SIPC
What makes them different
- Financial Advisors serve clients through 400 branches across the United States
- Stifel Wealth Tracker aggregates investments, retirement accounts, bank accounts, loans, credit cards, and other financial information
- Wealth Tracker includes bank-level encryption, two-factor authentication, and secure aggregation
- Clients can access Stifel research reports, market news, portfolio analysis, and risk profiling through Wealth Tracker
- Stifel operates a full-service investment bank and institutional platform covering capital markets, equity research, public finance, and investment banking
- Years in business
- 135
Distilled from this business's own website.
Contact & Location
- Address
- 5211-2 Eason St, Southport, NC 28461
- Phone
- 9104541500
- Website
- http://www.stifel.com/
- wght@400..900
Services
- wealth management
- investment advisory
- asset management
- banking and lending
- investment banking
- equities
- equity research
- fixed income capital markets
- public finance
- financial planning