Martha
Beltran
Stifel, Nicolaus & Company, Inc
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About this Advisor
Martha Beltran is a financial advisor based in Las Cruces, New Mexico with a total of 2 years of relevant experience. Beltran is currently employed by Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Stifel, Nicolaus & Company, Inc. Beltran maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to serve investors in New Mexico and Texas. Stifel, Nicolaus & Company, Inc is a registered investment business headquartered in Saint Louis, MO. It has offices in 459 locations and a total of 6,729 financial advisors. It has $133 billion in assets across its 334,814 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 accounts, 24% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a broad array 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 fee schedules largely are based on the services. However, fees charged by Stifel, Nicolaus & Company, Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$132,550,931,898
6,729
334,814
$395,894
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
Martha Beltran Work History
Martha has been registered as a financial advisor for 2 years.*
Stifel, Nicolaus & Company, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Martha Beltran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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