Stifel, Nicolaus & Company, Inc
About this Advisor
Omar Latif is an investment advisor whose office is in Saint Louis, Missouri. Currently an investment advisor with Stifel, Nicolaus & Company, Inc, Latif has 10 years of work experience in the financial advisory industry. Latif has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Latif can serve investors in Missouri and Texas. Throughout their career, Latif has worked at Stifel, Regions Bank, Cpalead and Eagle Web Assets, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Saint Louis, Missouri, and has 431 additional brick-and-mortar locations throughout the country. Overall, Stifel, Nicolaus & Company, Inc manages $98 billion in assets across 244,516 client accounts and employs more than 6,153 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 166,793 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 40% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Stifel, Nicolaus & Company, Inc provides 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. The firm may charge clients 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
Omar Latif Work History
Omar has 10 years of experience.
Eagle Web Assets, Inc
Omar Latif has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Sioux City, IA
Saint Louis, MO
Saint Marys, PA
Port Huron, MI
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.