Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Boyle Carley is a financial advisor with over 38 years of experience in the industry. Nancy currently works with PNC Investments. Previously, Nancy worked with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Nancy has also been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Texas Commerce Brokerage. Nancy is registered to provide investment advisory services in Texas. Nancy has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Municipal Securities Principal Examination, the General Securities Principal Examination, the Municipal Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/03/2022 - Present
PNC Investments (Houston TX)
TX
05/16/2013 - 01/04/2022
BBVA SECURITIES INC. (AUSTIN TX)
AL
11/19/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
AL
05/24/2007 - 11/02/2009
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
01/05/2001 - 05/01/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TX
05/13/1993 - 03/01/2000
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
NA
05/06/1986 - 05/13/1993
TEXAS COMMERCE BROKERAGE
NA
11/24/1982 - 04/16/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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