Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Doll is a financial advisor at LPL Financial LLC. Nancy has been in the industry since 2008, providing financial advice to clients in Kansas and Missouri. Nancy has a strong background in financial planning and portfolio management. Nancy is a licensed Series 63, Series 7, and Series 6TO representative. Nancy is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
09/14/2010 - Present
LPL Financial LLC (OVERLAND PARK. KS)
MO
06/01/2009 - 08/30/2010
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
12/21/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
BC
Issued 09/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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