Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Marie Goebel is a financial advisor at Ameriprise Financial Services, LLC. Nancy has over 30 years of experience in the financial services industry. Nancy is registered with the state of Michigan. Nancy holds several licenses including Series 6, 7, 10, 24, 63, and 65. Nancy is also a registered principal with Ameriprise Financial Services, LLC. Nancy's current office location is in Minneapolis, Minnesota. Nancy has worked for several financial firms throughout her career including Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., Centaurus Financial, Inc., Everen Securities, Inc., Prudential Securities Incorporated, Union Equity Partners, Inc., and Lehman Brothers 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.
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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2
MN
11/05/2013 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MI
03/07/2001 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BLOOMFIELD HILLS MI)
CA
09/24/1997 - 02/28/2001
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
MO
04/21/1994 - 05/15/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
03/03/1994 - 04/25/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NV
04/01/1992 - 09/14/1993
UNION EQUITY PARTNERS, INC. (LAS VEGAS NV)
NY
05/22/1990 - 03/03/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/20/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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