Stifel, Nicolaus & Company, Inc
About this Advisor
Marni Menden is a financial advisor operating in San Juan Capistrano, California, with 10 years of work experience. Menden works at Stifel, Nicolaus & Company, Inc. Over the course of their career, they have held roles at Ubs Financial Services Inc, Rbc Capital Markets, LLC, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Stifel Nicolaus & Co Inc and Wells Fargo Clearing Services, LLC. Menden holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Stifel, Nicolaus & Company, Inc is a company that has its headquarters in San Juan Capistrano, California. The firm has offices in 434 locations and a total of 6,384 employees. It controls $149 billion in assets across its 316,625 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 1,274 charitable organizations. Of its 316,625 customer accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on the financial services offered. Fees charged by Stifel, Nicolaus & Company, Inc likely consist of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Marni Menden Work History
Marni has 10 years of experience.
Stifel Nicolaus & Co Inc
Wells Fargo Clearing Services, LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Rbc Capital Markets, LLC
Ubs Financial Services Inc
Marni Menden has no disclosures.
Please visit their SEC profile for more details.
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