Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nan? Claim Your ProfileNan Parker Bailey is a financial advisor with Commonwealth Financial Network. Nan has been in the financial industry since 1986 and has extensive experience providing financial advice and planning services. Nan holds Series 7, 24, 53, and 63 licenses and is also a Certified Financial Planner. In addition to her role at Commonwealth Financial Network, Nan also has experience at several other firms, including Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Nan's specialties include portfolio management, retirement planning, and insurance. Nan is dedicated to providing personalized financial solutions to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (East Hampton NY)
CA
08/01/2003 - 04/06/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/03/2003 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
03/24/1993 - 06/27/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
11/18/1986 - 05/19/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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