Our Services

 

Annuities | Variable, Immediate, Fixed Indexed, and Fixed

Asset Allocation

Cash Management | Check Writing | Debit Card
            Electronic Money Transfer (eMoney)
            Bill Payment Services  | Stifel Mobile
            Stifel Access (Online account access)

Common Stocks

Consulting Services (Fee-Based Programs)


Corporate Executive Services
            Cashless Stock Option Exercise
            Control and Restricted Stock Transactions
            Rule 10b5-1 Plans

Education Planning | 529 College Savings Plans
            Education Savings Accounts

Estate Planning

Exchange Traded Funds
 and Notes

Financial Planning

Fixed Income Investments | Certificates of Deposit
            Collateralized Mortgage Obligations (CMOs)
            Corporate Bonds | Government and Agency Securities
            Municipal Bonds

Insurance | Business Owner Needs
            Disability Insurance (Individual and Group)
            Life Insurance (Individual and Business Policies)
            Long-Term Care Insurance

Investment Banking

IRAsTraditionalRoth, and Rollovers

Managed Money

Mutual Funds

Options

Preferred Stocks

Public Finance

Research

Retirement Planning


Retirement Plans | 401(k) Plans | 403(b) Plans
            Profit Sharing Plans | Money Purchase Plans | SEP

IRAs
            SIMPLE IRAs | Defined Benefit Plans

Syndicate Offerings

Tax Planning

Unit Investment Trusts


Stifel Trust | Trust Management and Administration
            Stifel Trust Company, N.A.
            Stifel Trust Company Delaware, N.A

 
 
 
Lending services for clients of Stifel, Nicolaus & Company, Incorporated are performed exclusively by Stifel Bank and Stifel Bank & Trust (Stifel Banks).  Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp.  Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries.  Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
 
Understanding the potential risks of a Stifel Pledged Asset (SPA) Line of Credit 
Speak with your Financial Advisor about your risk tolerance level, market fluctuations, and specifically the potential risks associated with a Stifel SPA Line of Credit. 

The SPA Line of Credit is a demand loan using the assets in the account as collateral.  If the minimum required value of the collateral is not maintained, the account holder will be required to:  (1) post additional qualified collateral, (2) repay a portion or all of the debt, or (3) forfeit that shortfall in value of pledged assets to Stifel Bank & Trust.  If the call is not met, Stifel Bank & Trust can liquidate some or all of the assets in the SPA Loan Account.  If terms of the account are not maintained, Stifel Bank & Trust may call the loan due and payable.  Stifel Bank & Trust will attempt to communicate with you to determine the right course of action to alleviate a collateral shortfall. Stifel Bank & Trust has the right to sell securities as needed without your consent to meet a collateral call.

Trust and fiduciary 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.  Stifel Trust Companies do not provide legal or tax advice.
 
Neither Stifel nor its associates provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.