Services

Securities offered through Stifel:

  • Annuities - Variable, Immediate, and Fixed
  • Asset Allocation
  • Cash Management (Stifel Prestige® Accounts or Stifel|Advantage) 
       Check Writing
       Debit MasterCard®
       Bill Payment Services 
       Stifel Access (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
       Control and Restricted Stock transactions
  • Corporate Finance
  • Equity Line of Credit
  • Estate Planning Strategies
  • Exchange Traded Funds and Notes
  • Financial and Wealth Planning
  • Fixed Income Investments
     Certificates of Deposit
     Collateralized Mortgage Obligations (CMOs)
     Corporate Bonds 
     Government and Agency Securities
     Municipal Bonds
  • Insurance
      Disability Insurance
      Life Insurance (Individual and Business Applications)
      Long-Term Care
  • IRAs
      Traditional, Roth, and Rollovers
  • Managed Money
  • Money Market Funds
  • Mutual Funds
  • Options
  • Preferred Stocks
  • Public Finance
  • Research
  • Retirement Planning
  • Retirement Plans
      401(k) Plans
      Profit Sharing Plans
      Money Purchase Plans
      SEP IRAs
      SIMPLE IRAs
      Defined Benefit Plans
  • Syndicate Offerings
  • Unit Investment Trusts

Stifel Trust Company, N.A., a wholly owned subsidiary of Stifel Financial Corp.

  • Trust and Estate Services

References to Stifel may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated. Trust services are provided by Stifel Trust Company, N.A., a wholly owned subsidiary of Stifel Financial Corp. and affiliate of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Company, N.A. are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Company, N.A., are not guaranteed by Stifel Trust Company, N.A., and are subject to investment risks, including possible loss of the principal invested. Stifel Trust Company, N.A. does not provide legal or tax advice.