Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Parsons is a financial advisor at Benjamin F. Edwards & Company, Inc., with over 30 years of experience in the industry. Nancy has been registered with the state of Illinois as a Registered Representative, as well as an Investment Advisor Representative. Nancy is a Certified Financial Planner and holds a Series 65, Series 63, Series 53, Series 4, Series 24 and Series 7 license. Nancy's previous experience includes roles at Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., BANC ONE SECURITIES CORPORATION, H.D. VEST INVESTMENT SECURITIES, INC., WHALE SECURITIES CO., L.P., and THE STUART-JAMES COMPANY, INCORPORATED. Nancy specializes in a variety of areas including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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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2
MO
01/20/2017 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 01/23/2017
WELLS FARGO CLEARING SERVICES, LLC (SPRINGFIELD IL)
IL
10/30/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD IL)
IL
07/12/1995 - 11/20/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
07/15/1991 - 07/06/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
11/27/1990 - 12/12/1990
WHALE SECURITIES CO., L.P. (NEW YORK NY)
CO
07/22/1987 - 11/21/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/08/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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