Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Georgi Free is a financial advisor with over 20 years of experience in the industry. Nancy is currently registered with Raymond James & Associates, Inc. and has been with the firm since 2017. Previously, Nancy was employed by SALOMON SMITH BARNEY INC. and CITICORP SECURITIES, INC. Nancy holds FINRA Series 7, 63, and 66 licenses and the SIE exam. Nancy is a Certified Financial Planner and has a long history of providing financial planning and investment advice to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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
IL
09/07/2017 - Present
Raymond James & Associates, Inc. (Chicago IL)
NY
12/18/1998 - 12/20/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
01/30/1991 - 12/18/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 09/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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