Safeguard your legacy and be prepared to thrive, no matter your stage of life with NBC Securities' guide to Succession Planning. Get Access to the Free Guide: https://ow.ly/9vMN50VkcNJ
关于我们
NBC Securities is a full-service broker-dealer and registered investment advisor catering to individuals and companies across the United States. They provide private wealth services and asset management strategies from financial consultants who average over 25 years of industry experience, in addition to technology-driven custodial solutions that streamline and optimize operations for advisors nationwide. Independent and employee-owned, NBC Securities is committed to building lasting relationships and legacies. The firm achieves this through the combined power of our network of advisors, sophisticated suite of business services, and in-house portfolio products and research that spans equities, fixed income, mutual funds, SMA’s, annuities, and life insurance. NBC Securities also specializes in providing financial services to independent brokers, independent investment advisors and financial service programs for community banks. With private ownership, NBC Securities advisors enjoy a boutique experience while also leveraging the financial strength and security of RBC Clearing and Custody, a division of RBC Capital Markets, LLC and one of the largest clearing and custody firms in the nation, enabling the firm to provide the highest level of service to its clients. NBC Securities manages or advises approximately $5 billion in assets with an operating footprint that spans the US with corporate headquarters is located in Birmingham, Alabama and offices in Alabama, Florida, Iowa, Maryland, Minnesota, Missouri, New Jersey, New York, Ohio, Tennessee, and Texas.
- 网站
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https://www.nbcsecurities.com
NBC Securities, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Birmingham,Alabama
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Investment Services、Financial Advisory Services、Separate Account Management、Individual Retirement Planning、Corporate Retirement Plan Services、Financial Planning和Full-Service Broker Dealer
地点
NBC Securities, Inc.员工
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Matthew Senicola, CIMA?, CRPC?, AAMS?
Branch Manager/Managing Partner at North Shore Wealth Management Group, LLC
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Greg Musso
Senior Vice President at NBC Securities, Inc.
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Stephen B. Agricola, AIFA?
Portfolio Management, Risk Mgt., Due Diligence Review
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Pamela Williams
Vice President, Financial Consultant at NBC Securities, Inc.
动态
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Dive into our latest Investment Strategy Statement for a deep look into the Fed’s rate cuts, fluctuating interest rates, and a measured outlook for 2025. Uncover crucial insights on market sentiment and inflation trends. ???? https://ow.ly/1h7250VjibU #Investing #MarketTrends #EconomicOutlook
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Dive into this week's economic and market update from our in-house portfolio team. https://ow.ly/oaba50VeYlv
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As we move into March, we remain focused on maintaining strong momentum, fostering meaningful relationships, and seizing new opportunities here at NBC Securities. #FeelGoodFriday #Momentum #NBCSecurities
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Bull or bear, volatile or value-driven, the right investment partner designs asset management portfolios and strategies that adapt to various market conditions. NBC Securities. Learn more about NBCS Asset Management: https://ow.ly/Yv1W50V3Lfi.
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A national network custom-built for—and powered by—independent advisors. Discover our Financial Professional Network: https://ow.ly/qVTw50V3KYi.
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Our internally developed Professional Asset Management (ProAM) program was designed to increase the efficiency, accuracy, and quality of advisor practice management. Learn more about ProAM and Advisor Technology at NBCS: https://ow.ly/eH1150V3KP5.
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Advisors are everything to NBC Securities, and we’re here to provide our national advisor network with the resources, services, and support needed to optimize operations, attract clients, and grow independent businesses efficiently. Learn More about NBCS Advisor Solutions: https://ow.ly/r4zw50V3KaK.
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Exploring the Fed's rate cuts, rising interest rate volatility, and a cautious outlook for 2025. Get key insights on market expectations and inflation in our latest Investment Strategy Statement. ???? https://ow.ly/hYoF50V3JZj #Investing #MarketTrends #EconomicOutlook
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Check out this week's economic and market update from our in-house portfolio team. https://ow.ly/gihG50UXgRN
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