Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Wilkins is a financial professional with over 20 years of experience in the industry. Nancy has a strong track record of success in providing financial advice to individuals, families, and businesses. She is currently registered with GWN Securities Inc. and has previously been registered with Royal Alliance Associates, Inc., GWN Securities Inc., and Horace Mann Investors, Inc. Nancy is a highly qualified professional with the Series 6, 63, and 65 licenses, as well as the SIE exam. She is also a member of the Kiwanis Club of South Lake and the Women's Giving Alliance. Nancy is committed to providing her clients with personalized financial advice that meets their unique needs and 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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
05/16/2022 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
08/17/2018 - 01/22/2020
ROYAL ALLIANCE ASSOCIATES, INC. (CLERMONT FL)
FL
07/10/2015 - 08/20/2018
GWN SECURITIES INC. (ALTAMONTE SPRINGS FL)
FL
05/02/2002 - 03/13/2015
HORACE MANN INVESTORS, INC. (CLERMONT FL)
IA
Issued 05/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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