Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Kelsey Cooper is an investment advisor representative with Osaic Wealth, Inc. Nancy has been in the industry since 1987 and has experience working with clients in the areas of financial planning, pension consulting, and portfolio management. Nancy is a registered representative with the Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7), as well as the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Nancy has previously held positions at Securities America, Inc., Brecek & Young Advisors, Inc., Commonwealth Financial Network, IDS Life Insurance Company, and Ameriprise Financial Services, Inc. Nancy has experience working with individual clients, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Nancy is committed to providing her clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (TUCSON AZ)
AZ
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (TUCSON AZ)
AZ
05/11/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TUCSON AZ)
AZ
02/01/2006 - 05/23/2006
COMMONWEALTH FINANCIAL NETWORK (TUCSON AZ)
MN
01/17/2001 - 01/18/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/26/1987 - 01/18/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Kelsey is the right advisor for you? Invested Better is here to help.
