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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Stillman is a financial advisor with over 30 years of experience in the industry. Currently, Nancy is registered with Essex Financial Services, Inc., where she has been since August 2024. Prior to that, Nancy was with Commonwealth Financial Network for two years and The Leaders Group, Inc. for a year. Throughout her career, she has worked with a wide range of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Nancy focuses on providing financial planning, portfolio management, and pension consulting services to her clients. She has a strong understanding of the financial markets and is committed to helping her clients achieve their financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
08/23/2024 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
06/23/2022 - 08/19/2024
COMMONWEALTH FINANCIAL NETWORK (GLASTONBURY CT)
CT
08/19/2021 - 06/14/2022
THE LEADERS GROUP, INC. (Essex CT)
CT
07/08/2015 - 07/20/2021
COMMONWEALTH FINANCIAL NETWORK (FARMINGTON CT)
CT
09/14/2010 - 01/12/2015
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
05/02/2012 - 08/06/2013
DIRECTED SERVICES LLC (WINDSOR CT)
CT
05/02/2012 - 08/06/2013
ING AMERICA EQUITIES, INC. (WINDSOR CT)
CT
04/19/2012 - 08/06/2013
ING INVESTMENT ADVISORS, LLC (WINDSOR CT)
CT
04/19/2012 - 08/06/2013
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
04/17/2012 - 08/06/2013
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
04/05/1995 - 03/18/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
09/26/1996 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
04/30/1993 - 01/19/1995
WALL STREET INVESTOR SERVICES (NEW YORK NY)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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