Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Nagel is a financial advisor with over 27 years of experience in the industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. and holds registrations in several states including North Dakota, Texas, and others. Thomas has a strong background in financial planning, portfolio management, and pension consulting, and has a proven track record of providing sound financial advice to a diverse range of clients. Thomas specializes in working with individuals, businesses, and institutions to help them achieve their financial goals.
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.
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2
ND
04/10/2014 - Present
Stifel, Nicolaus & Company, Inc. (BISMARCK ND)
ND
08/12/2006 - 09/11/2009
UBS FINANCIAL SERVICES INC. (BISMARCK ND)
ND
02/16/1995 - 08/12/2006
PIPER JAFFRAY & CO. (BISMARCK ND)
IA
Issued 02/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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