Unclaimed
Nicole Jacqueline Hansen is a financial advisor with over 25 years of experience in the financial services industry. Nicole joined Stifel, Nicolaus & Company, Inc. in 2013 and is a registered representative in Texas and Washington. Nicole previously worked at WELLS FARGO INVESTMENTS, LLC in San Francisco, California, and is also licensed to practice as an investment advisor representative in Texas and Washington.
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.
1
2
WA
01/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (BELLEVUE WA)
CA
01/01/1997 - 06/28/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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