Unclaimed
Norma Barrandey is a financial advisor with Stifel, Nicolaus & Company, Inc., located in GREELEY, CO. Norma has been in the industry since May 2005 and holds Series 66, Series 7 and SIE licenses. Norma has experience with Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Norma is registered in Colorado, Florida, Illinois, Indiana, Nevada, New Mexico, Texas, Utah and Wyoming. Norma is also a member of the Weld Community Foundation Investment Committee.
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
CO
01/11/2023 - Present
Stifel, Nicolaus & Company, Inc. (GREELEY CO)
CO
01/03/2011 - 01/20/2023
WELLS FARGO CLEARING SERVICES, LLC (GREELEY CO)
CO
05/17/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GREELEY CO)
BOTH
Issued 08/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
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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