Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Courtney has been a registered representative since 1998, specializing in investment company products and variable contracts. Nancy currently holds Series 6 and Series 63 securities licenses and the SIE. Nancy has over 20 years of experience in the financial services industry and is currently a registered representative with Pacific Select Distributors, LLC.
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.
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.
1
2
CA
01/30/2006 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
06/12/1998 - 01/19/2005
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Courtney is the right advisor for you? Invested Better is here to help.
