Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacy? Claim Your ProfileJacy Nicole Urquhart is an investment advisor representative registered with Stifel, Nicolaus & Company, Inc.. Jacy has been working in the financial services industry for over two years and holds several securities licenses including Series 7, SIE, and Series 66. Jacy specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Jacy is also a Texas Public Notary and can notarize client documents.
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
TX
05/16/2024 - Present
Stifel, Nicolaus & Company, Inc. (BRYAN TX)
BOTH
Issued 05/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2022
SIE - Securities Industry Essentials 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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