Nicholas Oberle (CRD# 7242045) is an Investment Advisor Representative working at Nbc Securities, Inc. in Sainte Genevieve, MO and has over 2 years of experience in the finance industry.
CRD# 4475220
Jefferson Asset Management
CRD# 6955303
Edward Jones
CRD# 5514255
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
First State Financial Management | Farmington, MO | Jan 2021 - Current | 3 |
Missouri State University | Springfield, MO | Dec 2020 - Jan 2021 | < 1 |
Atms | Springfield, MO | Aug 2020 - Dec 2020 | < 1 |
Renaissance Financial | St. Louis, MO | Jun 2020 - Aug 2020 | < 1 |
Missouri State University | Springfield, MO | Aug 2019 - Jun 2020 | < 1 |
First State Community Bank | Farmington, MO | Jun 2019 - Aug 2019 | < 1 |
Missouri State University | Springfield, MO | Aug 2018 - Jun 2019 | < 1 |
First State Community Bank | Farmington, MO | Jun 2018 - Aug 2018 | < 1 |
Missouri State University Student | Springfield, MO | May 2018 - Jun 2018 | < 1 |
Mister Car Wash | Springfield, MO | Aug 2017 - May 2018 | < 1 |
Missouri State University | Springfield, MO | Aug 2016 - Aug 2017 | 1 |
Ste. Genevieve Golf Course | Ste. Genevieve, MO | Jun 2015 - Aug 2016 | 1 |
Valle Catholic School | Ste. Genevieve, MO | Aug 2007 - Jun 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- KS
- MO
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Total Assets Under Management1,696MILLIONS
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Total Number of Accounts5,266ACCOUNTS
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Average Account Value$322,017
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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