Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Carol Long is a licensed financial advisor with PFS Investments Inc. Nancy has been a licensed advisor since 1998. Nancy holds Series 6, 26 and 63 licenses. Nancy has a wide range of experience and offers a variety of investment services to clients. Nancy provides portfolio management for individuals. Nancy's current office is located at 14900 Detroit Ave Ste 302, Lakewood, OH 44107.
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.
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
OH
03/24/1998 - Present
PFS Investments Inc. (LAKEWOOD OH)
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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