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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Solimine is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Nancy is registered with the state of Florida as both a Broker-Dealer and an Investment Advisor Representative. Nancy has been with Raymond James & Associates, Inc. since 2018. Before that, Nancy was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nancy specializes in providing financial advice to individuals and families. Nancy is committed 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.
Please see note in schedule d - miscellaneous
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
FL
07/31/2018 - Present
Raymond James & Associates, Inc. (Sarasota FL)
MA
04/23/2008 - 04/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)
NC
03/12/1997 - 04/04/2008
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
RI
05/31/1994 - 03/06/1997
FISCO EQUITY, INC. (LINCOLN RI)
MN
09/03/1993 - 03/29/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/03/1993 - 03/29/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/26/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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