Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bianca? Claim Your ProfileBianca Urdes is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Bianca has been working in the financial industry for 16 years. Bianca is registered with the state of Texas as a Registered Representative and an Investment Advisor Representative. Bianca holds the Series 66, Series 7 and SIE licenses. Bianca specializes in providing financial advice to high-net-worth individuals, insurance companies, charitable organizations, corporations and other businesses, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth individuals. Bianca previously worked with UBS Financial Services Inc. Bianca works out of the Stifel, Nicolaus & Company, Inc. office located at 121 SW MORRISON, SUITE 1800, Portland, Oregon.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
04/20/2018 - Present
Stifel, Nicolaus & Company, Inc. (PORTLAND OR)
OR
06/04/2007 - 05/01/2018
UBS FINANCIAL SERVICES INC. (LAKE OSWEGO OR)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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