Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Hoyt Warnick is a financial advisor with Kovack Advisors, Inc., with over 25 years of experience in the financial services industry. She specializes in providing investment advice, financial planning, and portfolio management services to individuals, businesses, and high-net-worth clients. Nancy is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 63, and 65 licenses. She is also a Certified Financial Planner. Previously, Nancy worked for Resource Horizons Group LLC and Lindner Capital Management, Inc. In addition to her work at Kovack Advisors, Inc., Nancy is a partner in Warnick and Cain LLC, a financial advising and accounting firm.
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.
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.
1
2
GA
04/14/2020 - Present
Kovack Advisors, Inc. (MARIETTA GA)
GA
03/07/2005 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
09/25/1997 - 02/23/2005
LINDNER CAPITAL MANAGEMENT, INC. (MARIETTA GA)
IA
Issued 06/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Warnick is the right advisor for you? Invested Better is here to help.
