Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Anderson is a financial advisor with over 20 years of experience in the industry. Nancy is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Nancy is a licensed Series 7 and Series 66 representative. Previously, Nancy has been registered with Ameriprise Financial Services, LLC, Calamos Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Investments, Inc., Citigroup Global Markets Inc., and American Express Financial Advisors 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.
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
IL
01/25/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Chicago IL)
MN
07/29/2021 - 10/18/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
IL
10/24/2019 - 05/10/2021
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
MN
06/17/2011 - 07/06/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
09/19/2010 - 05/12/2011
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
NY
06/06/2006 - 03/11/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
09/17/1999 - 04/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
01/27/1999 - 04/02/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/27/1999 - 04/02/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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