Stifel, Nicolaus & Company, Inc
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About this Advisor
Nona Hasegawa is a certified financial planner whose office is in Seattle, Washington. Currently a registered investment advisor at Stifel, Nicolaus & Company, Inc, they have accrued 10 years of experience in the financial advisory industry. Hasegawa has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Hasegawa is registered to advise investors in Washington. Hasegawa has spent their career at Stifel, Nicolaus & Company, Inc. Stifel, Nicolaus & Company, Inc is headquartered in Seattle, Washington, and has 362 locations across the United States. In total, Stifel, Nicolaus & Company, Inc oversees $72 billion in assets dispersed across 188,394 client accounts and retains more than 5,570 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the nation. The firm manages 123,069 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Stifel, Nicolaus & Company, Inc offers portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Nona Hasegawa Work History
Nona has 10 years of experience.
Nona Hasegawa has no disclosures.
Please visit their SEC profile for more details.