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Products and Services Available Through Stifel Nicolaus
Annuities
• Variable
• Fixed
• Immediate
Asset Allocation
Cash Management
(Stifel Prestige® Accounts)
• Check Writing
• Debit MasterCard®
• Bill Payment Services
• Stifel @ccess (Online account access)
College Planning
• 529 College Savings Plans
• Education Savings Accounts
Common Stocks
Consulting Services (Fee-Based Programs)
Corporate Executive Services
• Cashless Stock Option Exercise
• 144 Restricted Stock Transactions
Equity Line of Credit
Financial Planning
Fixed Income Investments
• Certificates of Deposits (CDs)
• Collateralized Mortgage Obligations (CMOs)
• Corporate Bonds
• Government and Agency Securities
• Municipal Bonds
Insurance
• Long-Term Care
• Life (Individual and Business)
• Disability
IRAs
• Traditional
• Roth
• Rollovers
Managed Money (Fee-Based Programs)
Money Market Funds
Mutual Funds
Options
Preferred Stocks
Qualified Plans
• 401(k) Plans
• Profit Sharing Plans
• Money Purchase Plans
• SEP IRAs
• SIMPLE IRAs
• Defined Benefit Plans
Research
Syndicate Offerings
Trust and Estate Planning
Unit Investment Trusts
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