Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Lang has been in the financial services industry since 1998. Nancy is a registered representative with Momentum Independent Network Inc. and has experience in various financial areas including financial planning, portfolio management for individuals, and educational seminars. Nancy has worked at several financial firms and holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination (SIE). Prior to Momentum Independent Network Inc., Nancy worked at NTB FINANCIAL CORPORATION, WILLIAM C. BURNSIDE & COMPANY, INC., HARBOUR INVESTMENTS, INC., COMMERCE BROKERAGE SERVICES, INC., and RAYMOND JAMES FINANCIAL SERVICES, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
IL
01/06/2023 - Present
Momentum Independent Network Inc. (SWANSEA IL)
IL
04/12/2021 - 12/31/2022
NTB FINANCIAL CORPORATION (Swansea IL)
IL
01/03/2014 - 04/13/2021
WILLIAM C. BURNSIDE & COMPANY, INC. (SWANSEA IL)
IL
06/12/2008 - 12/31/2013
HARBOUR INVESTMENTS, INC. (SWANSEA IL)
IL
09/21/2006 - 03/06/2008
COMMERCE BROKERAGE SERVICES, INC. (BELLEVILLE IL)
IL
01/04/2001 - 09/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BELLEVILLE IL)
WI
07/20/1998 - 01/02/2001
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
BC
Issued 09/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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