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JV

Judy A. Vandall

N.I.S. FINANCIAL SERVICES
Kansas City, MO 64106
Some features on this profile are disabled
CRD#: 1329844
JV

Professional summary


Judy Ann Vandall is a registered financial professional currently at N.I.S. FINANCIAL SERVICES, INC. located in Kansas City, Missouri.

Judy is registered as a RR (Registered Representative) and started their career in finance in 1985. Judy has worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Judy Ann Vandall's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 11, 1985 - Present

N.I.S. FINANCIAL SERVICES, INC.

Office #1: 500 E. 9th St., Kansas City, MO 64106
BD
CRD#: 5361
Kansas City, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/6/2019)
RR
Iowa
(4/12/1985)
RR
Kansas
(6/28/2016)
RR
Missouri
(6/12/2023)
RR
Nebraska
(2/27/2009)
RR
Tennessee
(1/3/2022)
RR
Texas
(2/12/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 3/29/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


NF
N.I.S. FINANCIAL SERVICES, INC.
I.C.H. FINANCIAL SERVICES, INC. | N.I.S. FINANCIAL SERVICES, INC.

CRD#: 5361 / SEC#: , 8-15919

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
500 East 9th St., Kansas City, MO 64106
Mailing Address
P. O. Box 219103, Kansas City, MO 64121-9103
Phone number
(816) 842-8685
Established
Missouri since 02/04/1970
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICO FINANCIAL LIFE AND ANNUITY INSURANCE COMPANYPARENT OF BROKER/DEALER
BURKHOLDER, JONATHAN BCEO & DIRECTOR5841348
MELTON, DAVID RAYSECRETARY & DIRECTOR2912115
SALYER, MICHELLE RENEEPRESIDENT CCO AND DIRECTOR1413146

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


N.I.S. FINANCIAL SERVICES, INC.

CRD#: 5361Kansas City, MO 64106

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