Brokerage Services

Navigating the Financial Jungle 


As your dedicated financial professional, we will help you navigate the jungle of financial investing.  From assessing your investment profile to developing strategies to pursue your goals, we will be with you every step of the way.  We offer periodic monitoring, portfolio performance reporting, and reviews to ensure you are on track to meet your goals.  

At Stifel, we have access to the following products and services: 

  • Stocks 
  • Bonds
  • Options
  • ETFs 
  • Mutual Funds 
  • IPOs
  • Annuities and Insurance
  • Financial and Wealth Planning
  • Investment Advisory Services
  • Stifel Trust
  • Stifel Cash Management Accounts

In addition, Stifel offers the following ancillary services:

  • Stifel Prestige Accounts
    • Unlimited check writing
    • VISA debit card
    • Online access
  • Stifel Advantage Accounts
    • Same features offered under Stifel Prestige Accounts
    • Awards program
    • Concierge Service
    • Electronic bill payment
    • a VISA credit card
    • Increased point-of-sale and ATM limits
    • Rebates on ATM fees
    • Access to SPA Loan Program

Lending services are provided by Stifel Bank & Trust.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, and Stifel Bank & Trust, Member FDIC.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Bank & Trust or its affiliates, are not guaranteed by Stifel Bank & Trust or its affiliates, and are subject to investment risk, including possible loss of the principal.

Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE.  Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested.