Cynthia Peters, financial advisor Rolla MO
93 score

Cynthia Peters

CRD Number: 4630871
Current Firm: Stifel, Nicolaus & Company, Incorporated

Cynthia Peters (CRD# 4630871) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Rolla, MO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel,nicolaus & Company Inc. Rolla, MO Jul 2009 - Current 7
Daimlerchrysler Fenton, MO May 1984 - Nov 2009 25
Thrivent Financial For Lutherans Appleton, WI Mar 2006 - Jul 2009 3
Thrivent Investment Management, Inc. St. Clair, MO Jan 2005 - Jul 2009 4
Thrivent Investment Management Inc. St Clair, MO Jun 2003 - Jul 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Cynthia G. Peters
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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