Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Adams is a financial advisor at Northwestern Mutual Investment Services, LLC. Nancy has been in the industry for over 24 years and is registered as a registered representative and investment advisor representative in Connecticut. Nancy is also registered in Florida, Maryland, Massachusetts, Michigan, Mississippi, New Jersey, New York, Texas, and Washington. Nancy has extensive experience in providing investment advice and financial planning services to individuals and families. Nancy is committed to helping her clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
CT
11/05/2013 - Present
Northwestern Mutual Investment Services, LLC (FAIRFIELD CT)
CT
05/29/1998 - 09/07/2007
INFINEX INVESTMENTS, INC. (SHELTON CT)
IA
Issued 11/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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