Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Falkenberg Tuck is a registered investment advisor representative with Lyell Wealth Management LP. Nancy has been in the industry for over 30 years and holds Series 7, 8, 63 and 65 licenses. Her experience includes working with both individuals and institutions. She is also a registered investment advisor in California. Nancy specializes in providing financial planning, portfolio management and tax advice to clients. Nancy is committed to providing her clients with the highest level of service and personalized attention.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax advice
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
Lyell Wealth Management LP (Menlo Park CA)
NY
09/12/1996 - 12/13/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
02/20/1996 - 09/18/1996
GATX LEASE FUNDING INC (SAN FRANCISCO CA)
NY
06/19/1992 - 05/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/05/1990 - 05/20/1992
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
09/25/1984 - 12/29/1989
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 10/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nancy Tuck is the right advisor for you? Invested Better is here to help.
