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Nancy Elizabeth Bissel

Paramount Financial

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About Nancy Elizabeth Bissel

Nancy Elizabeth Bissel is an investment advisor representative with Paramount Financial. Nancy holds a Series 65 license and is registered with the state of Massachusetts and New Hampshire. Nancy has been working in the financial services industry since 2014.

Firm Information

Nancy Bissel is currently registered with Paramount Financial. Paramount Financial is an investment advisor that provides a range of services to individuals, including financial planning, educational seminars, and portfolio management. The firm manages approximately $18.3 million in assets for 93 individual clients. Paramount Financial is headquartered in Massachusetts and has a team of 3 licensed agents and 4 investment advisor representatives.

$18.34M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets held away

Assets held away

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nancy Bissel’s Registration & Firm History

MA

06/27/2024 - Present

Paramount Financial (DANVERS MA)

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Licenses & Designations

IA

Issued 04/05/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy Elizabeth Bissel.
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