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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nan? Claim Your ProfileNan Lesnick is a financial advisor with First Heartland Consultants, Inc. Nan has been in the industry since 1994 and has extensive experience in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Nan has a broad range of licenses and qualifications including Series 6, 7, 63, and 66 licenses as well as the SIE exam. Nan was previously registered with TRANSAMERICA FINANCIAL ADVISORS, INC, FOX & COMPANY INVESTMENTS INC, and HORNOR, TOWNSEND & KENT, INC. Nan is a resident of Boerne, Texas.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/08/2020 - Present
First Heartland Consultants, Inc. (BOERNE TX)
CA
07/20/1995 - 02/20/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MONTEREY CA)
AZ
06/22/1995 - 07/21/1995
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
PA
05/25/1994 - 06/12/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 02/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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