Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Kline has been in the financial industry since May 1987. Nancy is currently registered with Wells Fargo Advisors Financial Network, LLC. Nancy holds multiple licenses including Series 7, Series 63, Series 65, and SIE, and is registered in several states. Previously, Nancy was with MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Investment consulting services to institutional clients
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.
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2
FL
03/06/2020 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WALTON BEACH FL)
FL
08/27/2010 - 03/17/2020
MORGAN STANLEY (DESTIN FL)
FL
05/21/1987 - 08/31/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WALTON BEACH FL)
IA
Issued 10/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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