Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Carrel is an investment advisor representative at BFC Planning, Inc. Nancy holds the Series 6, 7, 63 and 65 licenses. Nancy has been working in the financial industry for over 12 years. Nancy has experience providing financial planning and investment management services to individuals and businesses. Nancy is also registered as an investment advisor in the state of Missouri.
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.
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.
Solicitor fee
1
2
IA
03/30/2021 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
IA
Issued 03/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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