Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Anstoetter is a financial advisor with RBC Capital Markets, LLC, located in Clive, IA. Nancy has been in the financial industry since 1987 and has a strong track record of providing investment advice to individuals and families, corporations and institutions. Nancy holds a Series 63 and 66 license and also a Series 7 license. Nancy has been with RBC Capital Markets, LLC since 2020. Prior to that, Nancy was a financial advisor with Wells Fargo Advisors LLC. Nancy is a member of the Board of Directors for the Nyame Do Womens Center, a non-profit organization that teaches women in Ghana the trade of sewing so they can support their families.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IA
09/17/2020 - Present
RBC Capital Markets, LLC (CLIVE IA)
IA
01/03/2011 - 03/12/2020
WELLS FARGO CLEARING SERVICES, LLC (DES MOINES IA)
IA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DES MOINES IA)
CA
07/12/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
ME
06/15/1998 - 07/12/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
NJ
06/13/1994 - 05/11/1998
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IA
01/27/1992 - 06/10/1994
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
09/24/1987 - 02/05/1992
DICKINSON & CO. (DES MOINES IA)
NA
08/09/1989 - 04/01/1991
DICKINSON & CO.
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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