Trudi MinerCRD Number: 1012792
Current Firm: Stifel, Nicolaus & Company, Incorporated
Trudi Miner (CRD# 1012792) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairlawn, OH and has over 10 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Stifel, Nicolaus & Company, Incorporated||Fairlawn, OH||Mar 2009 - Current||8|
|Butler, Wick & Company, Inc.||Fairlawn, OH||Feb 2008 - Mar 2009||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Cleveland, OH||Aug 1978 - Feb 2008||29|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV