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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 Elizabeth Tomasich is a financial advisor with Cetera Investment Advisers LLC, specializing in helping individuals and businesses with their financial planning needs. Nancy has over 25 years of experience in the industry, with a focus on portfolio management and financial consulting. Nancy is a Registered Representative and Investment Advisor Representative. Nancy has a wide range of experience and expertise in various financial areas including education, insurance, and investment management. In addition to her role at Cetera Investment Advisers LLC, Nancy also owns and operates Infinity Financial Group LLC. Nancy is committed to helping clients achieve their financial goals and is passionate about educating women on the importance of financial independence.
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.
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2
LA
03/21/2024 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
07/18/2003 - 11/19/2007
STANFORD GROUP COMPANY (BATON ROUGE LA)
LA
10/15/2002 - 07/02/2003
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
NY
12/10/1996 - 08/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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