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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 Tomasich is a financial advisor with Cetera Investment Advisers LLC. Nancy has been in the financial services industry since 1996. She has experience providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations. Nancy is a Chartered Financial Consultant and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Previously, Nancy has been registered with Stanford Group Company and Hibernia Investments.
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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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 3/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/9/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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