Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancianne? Claim Your ProfileNancianne Christoffersen is a financial advisor at Raymond James & Associates, Inc. Nancianne has been in the industry since 1994 and has a wide range of experience. Nancianne holds the Series 7 and Series 63 licenses and is registered in Texas, Mississippi and North Carolina. Nancianne also has a strong background in investment advisory, financial planning, and portfolio management. Prior to joining Raymond James & Associates, Inc., Nancianne worked at RBC DAIN RAUSCHER INC., DAIN RAUSCHER INCORPORATED, RAUSCHER PIERCE REFSNES, INC. and DEAN WITTER REYNOLDS INC.
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.
Please see note in schedule d - miscellaneous
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
12/04/2001 - Present
Raymond James & Associates, Inc. (San Antonio TX)
NY
03/02/1998 - 12/13/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
10/02/1996 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
08/31/1994 - 10/04/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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