Sharon
Nalivka-Hancock
Stifel, Nicolaus & Company, Inc
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About this Advisor
Sharon Nalivka-Hancock is a financial advisor based in Great Falls, Montana, working with Stifel, Nicolaus & Company, Inc. Sharon has previously held positions at Piper Jaffray & Co, UBS Financial Services Inc, and Stifel, Nicolaus & Company, Inc. Sharon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana and Texas. Currently, Sharon is part of Stifel, Nicolaus & Company, Inc, which operates out of Great Falls, Montana. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sharon Nalivka-Hancock Work History
Stifel, Nicolaus & Company, Inc
Ubs Financial Services Inc
Piper Jaffray & Co
Disclosures
Please visit the SEC profile of Sharon Nalivka-Hancock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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