Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Barton Fellinger is a financial advisor in Pawleys Island, South Carolina, and has been working in the financial industry for over 20 years. Nancy currently works for Sensible Money, LLC. She has worked for a number of other firms in the past including Coburn & Meredith, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, New England Securities, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Hartford Securities Distribution Company, Inc., Cigna Financial Advisors, Inc., MDS Securities Incorporated, and Shawmut Brokerage, Inc.
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.
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2
SC
01/08/2021 - Present
Sensible Money, LLC (Pawleys Island SC)
CT
04/07/2009 - 09/17/2018
COBURN & MEREDITH, INC. (SIMSBURY CT)
CT
10/06/2005 - 04/07/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
NY
10/06/2004 - 09/07/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
08/03/2000 - 10/29/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/08/1999 - 10/29/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
09/29/1997 - 06/17/1999
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
PA
10/12/1995 - 09/09/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IN
03/28/1994 - 06/05/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
12/20/1993 - 03/28/1994
SHAWMUT BROKERAGE, INC.
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 08/03/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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