Unclaimed
Nancy Dabill is a financial advisor with Stifel, Nicolaus & Company, Inc. in Jamestown, North Dakota. Nancy has been in the financial services industry since 1987 and has experience in providing investment advice to individuals, businesses, and institutions. She has a broad range of experience in various aspects of financial planning, including portfolio management, retirement planning, and estate planning. Nancy is also a registered representative with FINRA and is licensed to sell securities in multiple states.
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.
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2
ND
12/06/2006 - Present
Stifel, Nicolaus & Company, Inc. (JAMESTOWN ND)
ND
01/01/2001 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (JAMESTOWN ND)
MN
03/25/1987 - 01/01/2001
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BC
Issued 03/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
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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