Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Eckert is a financial advisor with Wells Fargo Clearing Services, LLC. Nancy has been in the financial services industry since 1983 and has a wide range of experience. Nancy Eckert holds Series 3, 7, 8, 63 and SIE licenses and is registered to provide investment advice in 28 states. Prior to joining Wells Fargo, Nancy Eckert worked at CITIGROUP GLOBAL MARKETS INC. and KIDDER, PEABODY & CO. INCORPORATED.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
01/07/2011 - Present
Wells Fargo Clearing Services, LLC (ANAHEIM CA)
CA
10/23/1986 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (ORANGE CA)
NA
06/22/1983 - 10/24/1986
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 11/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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