Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Blackman is a CERTIFIED FINANCIAL PLANNER™ professional and has over 8 years of experience in the financial services industry. Nancy is registered with the state of North Carolina and currently works for Modera Wealth Management, LLC in Charlotte, NC. Nancy has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Nancy has worked for Parsec Financial Management Inc. in Charlotte, NC and Westwood, NJ and previously worked for Modera Wealth Management, LLC in Westwood, NJ.
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.
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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NC
04/26/2023 - Present
Modera Wealth Management, LLC (CHARLOTTE NC)
IA
Issued 05/16/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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