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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Lynne Oliver is a financial advisor who has been active in the industry since January 31, 2013. Marcy is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since November 2018. Previously, Marcy was employed by SCOTTRADE, INC. from July 16, 2012 to May 31, 2018. Marcy holds a number of licenses and certifications including Series 66, Series 27, Series 7TO, SIE and Series 99. Marcy's specializations include investment clubs, insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Marcy is a financial planner, pension consultant, and portfolio manager. Marcy's firm, Stifel, Nicolaus & Company, Inc., offers a range of investment services and products, including financial planning, portfolio management, pension consulting, and educational seminars. The firm has a strong track record and is committed to providing clients with personalized investment 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
MO
09/21/2021 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
07/16/2012 - 05/31/2018
SCOTTRADE, INC. (ST. LOUIS MO)
BOTH
Issued 09/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2012
Series 99 - Operations Professional 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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