Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Ann Miller is a financial advisor with over 30 years of experience in the financial industry. Nancy currently holds a Series 6, 7, 24, and 66 license and has been registered in both Arizona and California. Currently, Nancy is registered with Osaic Wealth, Inc. as an Investment Advisor Representative. Nancy has a strong background in helping clients meet their financial goals. She specializes in offering a variety of services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Nancy is passionate about helping her clients understand their finances and create a plan to 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (Wickenburg AZ)
AZ
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Wickenburg AZ)
AZ
08/25/2000 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Wickenburg AZ)
MA
03/22/2000 - 09/06/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/22/2000 - 09/06/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
09/30/1997 - 03/10/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
08/29/1996 - 09/29/1997
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
CA
01/17/1996 - 08/06/1996
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MA
10/15/1992 - 05/18/1994
MANEQUITY, INC. (BOSTON MA)
MA
04/06/1990 - 09/04/1992
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
02/18/1987 - 02/25/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 07/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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