Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Agaiby is an investment advisor representative with Missionsquare Retirement. She is a registered investment advisor with the state of California. Nancy has been in the financial services industry for over 24 years. She has experience working with a variety of clients, including individuals, insurance companies, and high-net-worth individuals. Nancy specializes in portfolio management and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/02/2024 - Present
Missionsquare Retirement (SUNNYDALE CA)
CA
05/21/2018 - 08/07/2023
VOYA FINANCIAL ADVISORS, INC. (Sunnyvale CA)
CA
08/13/2004 - 04/25/2018
FIDELITY BROKERAGE SERVICES LLC (PALO ALTO CA)
CA
11/13/2003 - 07/28/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
10/11/2001 - 05/12/2003
QUICK & REILLY, INC. (NEW YORK NY)
SC
11/14/2000 - 04/25/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
02/24/2000 - 07/28/2000
THE FINANCIAL CAFE.COM LLC (NEW YORK NY)
MA
07/12/1999 - 07/27/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
04/25/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
02/20/1997 - 05/27/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
NJ
09/05/1996 - 10/15/1996
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
KS
02/13/1995 - 04/13/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Agaiby is the right advisor for you? Invested Better is here to help.
