Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Jean Stewart is a registered representative of Ameriprise Financial Services, LLC and has been in the financial services industry for over 21 years. Nancy is a dedicated professional with experience in investment advisory services, financial planning, and portfolio management for businesses and individuals. She is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed investment decisions. Nancy's expertise extends to various investment products and services. Her previous affiliations include FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors LLC, Woodbury Financial Services, Inc., and Securities America, Inc., where she gained valuable experience and honed her skills. Nancy's commitment to providing exceptional service has earned her a strong reputation in the industry.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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NE
08/22/2023 - Present
Ameriprise Financial Services, LLC (Omaha NE)
GA
06/16/2021 - 06/30/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/16/2021 - 06/30/2023
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
06/16/2021 - 06/30/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
06/16/2021 - 06/30/2023
TRIAD ADVISORS LLC (ATLANTA GA)
MN
06/16/2021 - 06/30/2023
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
06/19/2012 - 06/30/2023
SECURITIES AMERICA, INC. (LAVISTA NE)
KS
03/06/2007 - 07/03/2012
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NE
05/03/2002 - 03/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (LINCOLN NE)
MN
05/03/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/28/2001 - 04/01/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/28/2001 - 04/01/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/06/2007
Series 4 - Registered Options Principal Examination
BC
Issued 03/04/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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