Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nanci? Claim Your ProfileNanci Fastre is a registered investment advisor representative with SVB Asset Management, located in San Francisco, CA. Nanci has been in the industry since 2005 and holds the Series 7, Series 66, and SIE licenses. Nanci has also been previously registered with SVB Securities. Nanci is a registered investment advisor representative in California and Utah.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Money market fund revenue sharing fees
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CA
07/27/2023 - Present
SVB Asset Management (SAN FRANCISCO CA)
OR
09/28/2005 - 06/21/2019
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (Portland OR)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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