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NANCY JEAN LAUG-SHOLIN
NANCY J LAUG, NANCY JEAN LAUGSHOLIN
CRD#: 1471463
IA
B
KEYSTONE FINANCIAL SERVICES, LLCCRD#: 308397 9802 NICHOLAS STREET
SUITE 315A
OMAHA, NE 68114
SUITE 315A
OMAHA, NE 68114
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 9802 NICHOLAS ST
SUITE 315A
OMAHA, NE 68114
SUITE 315A
OMAHA, NE 68114
0
Disclosures
39
Years of Experience
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State Registrations
B
Alabama 3/12/2025
B
Michigan 6/30/2020
B
Arizona 6/30/2020
B
Minnesota 6/30/2020
B
California 6/30/2020
B
Missouri 6/30/2020
B
Colorado 6/30/2020
IA
Nebraska 6/5/2020
B
Florida 6/30/2020
B
Nebraska 6/30/2020
IA
Florida 6/21/2021
B
Nevada 6/30/2020
B
Georgia 6/30/2020
B
North Carolina 4/12/2023
B
Idaho 6/30/2020
B
Pennsylvania 6/30/2020
B
Illinois 6/30/2020
B
South Dakota 6/30/2020
B
Iowa 6/30/2020
B
Tennessee 6/30/2020
B
Kansas 6/30/2020
IA
Texas 10/26/2020
B
Massachusetts 1/3/2023
B
Wisconsin 11/30/2020
SRO Registrations
B
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IA
Registered with this firm since 6/5/2020
B
Registered with this firm since 6/30/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/09/2007 - 06/30/2020 | OMAHA, NE | |
B | 01/02/1997 - 06/30/2020 | OMAHA, NE | |
B | 03/23/1990 - 12/31/1996 | NEW YORK, NY | |
B | 03/18/1986 - 03/23/1990 | KANSAS CITY, MO |
KANSAS CITY, MO
03/18/1986 - 03/23/1990
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.