Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janell? Claim Your ProfileJanell Duncan is a financial advisor at Stifel, Nicolaus & Company, Inc. Janell has been in the financial services industry since 1990 and has a broad range of experience. Janell specializes in helping clients with various financial needs, including retirement planning, investment management, and financial planning. Janell is registered with FINRA and holds the Series 3, 7 and 63 licenses. Janell has a strong understanding of the financial markets and is committed to providing her clients with personalized service and sound financial advice.
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
OK
09/07/2018 - Present
Stifel, Nicolaus & Company, Inc. (OKLAHOMA CITY OK)
OK
01/01/2008 - 09/11/2018
WELLS FARGO CLEARING SERVICES, LLC (OKLAHOMA CITY OK)
OK
10/10/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OKLAHOMA CITY OK)
OK
06/01/1995 - 10/17/1995
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
MO
07/31/1990 - 06/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1990
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
Not sure Janell Duncan is the right advisor for you? Invested Better is here to help.
