Unclaimed
Nancy Bach is a registered representative and investment advisor representative with &partners, located in Nashville, Tennessee. Nancy has over 20 years of experience in the financial industry and has been registered with the Securities and Exchange Commission (SEC) since 1999. Nancy holds a Series 7, 63, 65, 3, 9, and 10 licenses and is a member of FINRA. &partners is a registered investment advisor with the SEC and offers a variety of financial services to individuals, families, and businesses. These services include financial planning, portfolio management, and retirement planning. &partners has over 174 investment advisor representatives and manages over $1 billion in assets.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
02/09/2024 - Present
&partners (NASHVILLE TN)
IN
03/03/2022 - 02/20/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EVANSVILLE IN)
IN
07/01/2003 - 03/03/2022
WELLS FARGO CLEARING SERVICES, LLC (EVANSVILLE IN)
NY
11/18/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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