Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Bishop is a financial advisor with Truist Advisory Services, Inc. Nancy has been in the financial services industry since 2018 and is registered with FINRA as a registered representative. She holds Series 7, 63 and 65 securities licenses. Nancy specializes in providing portfolio management for individuals and businesses, financial planning and educational seminars. She provides services to clients of all sizes, from high-net-worth individuals to corporations and other businesses. Nancy is committed to helping her clients reach 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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
04/23/2020 - Present
Truist Advisory Services, Inc. (ATHENS GA)
IA
Issued 02/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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