Stifel, Nicolaus & Company, Inc
About this Advisor
Monica Veit is a financial advisor operating out of Flint, Michigan, who has 10 years of financial industry experience. Veit is an employee of Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Stifel Nicolaus & Co Inc. Veit maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory company that has its headquarters in Flint, Michigan. The investment advisory business has offices in 431 locations and a total of 6,153 people on staff. It has $98 billion in assets under management between its 244,516 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 1,031 charitable organizations. Of its 244,516 accounts, 40% belong to high-net-worth individuals who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc offers 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. A financial advisor's fees largely vary depending on the services. However, fee types billed by Stifel, Nicolaus & Company, Inc likely include any blend 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
Monica Veit Work History
Monica has 10 years of experience.
Stifel Nicolaus & Co Inc
Ameriprise Financial Services, Inc
Monica Veit has no disclosures.
Please visit their SEC profile for more details.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.