Unclaimed
Lori Landau Nurge is an active investment advisor representative with Stifel, Nicolaus & Company, Inc. based in Ketchum, ID. Lori has been in the financial industry since 1997, and previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Lori holds licenses in 27 states and specializes in financial planning, portfolio management, and pension consulting.
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
ID
04/10/2014 - Present
Stifel, Nicolaus & Company, Inc. (KETCHUM ID)
ID
01/01/2008 - 03/02/2012
WELLS FARGO ADVISORS, LLC (KETCHUM ID)
ID
09/08/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KETCHUM ID)
CO
02/25/1997 - 09/14/1998
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
IA
Issued 01/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/1997
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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