Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Geisler McDonald is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Austin, Texas. Nancy has been in the financial services industry since 2009. Prior to joining Merrill Lynch, Nancy worked at UBS Financial Services Inc. and Wells Fargo Advisors, LLC. She has a Series 7, Series 66, and SIE license. Nancy specializes in portfolio management for individuals and businesses, and she is also a registered investment advisor in Texas. She provides various services to her clients, including performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors, educational seminars, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
01/31/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
06/10/2013 - 02/11/2020
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
01/03/2011 - 06/12/2013
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
04/01/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
BOTH
Issued 04/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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