Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Beth Kayekirsch is a financial advisor with over 35 years of experience in the industry. She currently works at LPL Financial LLC and Sound View Financial Services. Nancy is registered in Florida, New York, Texas and several other states to provide investment advisory services. She holds the Series 7, Series 24 and Series 63 licenses, as well as the SIE certification. Nancy is also a registered investment advisor (IAR) with Sound View Financial Services. She has a strong track record of providing financial planning and consulting services to a diverse clientele, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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NY
12/19/2017 - Present
LPL Financial LLC (WESTHAMPTON NY)
NY
08/01/2003 - 01/19/2006
WALNUT STREET SECURITIES, INC. (PORT WASHINGTON NY)
NY
01/11/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
08/18/1987 - 01/20/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/18/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 10/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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