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 Weatherford is a financial professional with over 30 years of experience in the industry. Nancy is currently registered with Oppenheimer & Co. Inc. in Fort Lauderdale, Florida. She has held previous positions with several other firms, including International Assets Advisory, LLC, GUNNALLEN FINANCIAL, INC, Jefferson Pilot Securities Corporation, Fahnestock & Co. Inc., CIBC World Markets Corp., and Gruntal & Co. Nancy has a wide range of experience and expertise, including financial planning, pension consulting, selection of other advisors, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/30/2012 - Present
Oppenheimer & Co. Inc. (FORT LAUDERDALE FL)
FL
05/14/2010 - 08/23/2012
INTERNATIONAL ASSETS ADVISORY, LLC (PLANTATION FL)
FL
11/25/2008 - 05/18/2010
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
FL
07/17/2007 - 12/02/2008
GUNNALLEN FINANCIAL, INC (DAVIE FL)
FL
06/13/2003 - 06/26/2007
JEFFERSON PILOT SECURITIES CORPORATION (PLANTATION FL)
NY
01/03/2003 - 06/13/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
10/26/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
06/21/1993 - 10/30/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
01/21/1987 - 12/21/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 08/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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