Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Bosco is a financial professional with over 20 years of experience in the industry. Nancy is currently registered with Lincoln Financial Distributors, Inc. in Connecticut. Previously, Nancy has worked with several other firms including ING Investments Distributor, LLC, ING Financial Advisers, LLC, Phoenix Equity Planning Corporation, New England Securities, Walnut Street Securities, Inc., MetLife Securities Inc., Tower Square Securities, Inc., Metropolitan Life Insurance Company, Securities Service Network, Inc., Prudential Securities Incorporated, and Aetna Investment Services, Inc. Nancy holds several licenses, including Series 6, 7, 24, 26, 63, 79TO, and SIE.
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.
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.
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2
CT
04/03/2012 - Present
Lincoln Financial Distributors, Inc. (HARTFORD CT)
CT
01/19/2010 - 04/03/2012
ING INVESTMENTS DISTRIBUTOR, LLC (HARTFORD CT)
CT
07/05/2011 - 08/05/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
08/08/2007 - 01/05/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
11/07/2005 - 08/06/2007
NEW ENGLAND SECURITIES (HARTFORD CT)
CT
11/07/2005 - 08/06/2007
WALNUT STREET SECURITIES, INC. (HARTFORD CT)
CT
07/29/2005 - 08/06/2007
METLIFE SECURITIES INC. (HARTFORD CT)
CT
07/14/2004 - 08/06/2007
TOWER SQUARE SECURITIES, INC. (HARTFORD CT)
CT
07/29/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HARTFORD CT)
TN
08/16/2002 - 12/09/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NY
01/03/2002 - 07/10/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
04/08/1998 - 11/13/2000
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
09/26/1997 - 11/21/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 05/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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