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Nancy Ann Munro gaumer

Bestvest Investments, Ltd.

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About Nancy Ann Munro gaumer

Nancy Ann Munro gaumer is a financial advisor with Bestvest Investments, Ltd. in MEDIA, PA. Nancy has been working in the financial services industry since January 7, 1990. Nancy is registered in 6 states including Colorado, Florida, Maryland, New Jersey, Pennsylvania, and Texas.

Firm Information

Nancy Munro gaumer is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nancy Munro gaumer’s Registration & Firm History

PA

08/31/2017 - Present

Bestvest Investments, Ltd. (MEDIA PA)

PA

01/28/2011 - 09/25/2017

SIGNATOR INVESTORS, INC. (ALLENTOWN PA)

PA

11/07/1997 - 11/29/2010

MML INVESTORS SERVICES, INC. (ALLENTOWN PA)

PA

06/13/1997 - 09/29/1997

VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)

IN

12/01/1994 - 03/31/1997

CHUBB SECURITIES CORPORATION (FORT WAYNE IN)

NJ

08/28/1991 - 11/12/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/28/1991 - 11/12/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NY

12/22/1986 - 02/13/1990

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nancy Ann Munro gaumer. Review regulatory record here.
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