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Nancy Ilene Hecht

Certified Advisory Corp.

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About Nancy Ilene Hecht

Nancy Hecht is a financial advisor at Certified Advisory Corp. Nancy has been in the industry since December 7, 1983. Nancy is registered with the Securities and Exchange Commission and has a CFP designation. Nancy is a financial planner and insurance agent. Nancy is currently registered with the following states: Florida, Louisiana, and Texas.

Firm Information

Nancy Hecht is currently registered with Certified Advisory Corp.. Certified Advisory Corp. is an investment advisor headquartered in Altamonte Springs, FL with approximately $2.3 billion in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth.
Certified Advisory Corp.

1111 DOUGLAS AVENUE

ALTAMONTE SPRINGS, FL 32714-2033

$2.27B

Assets Under Management

57

Total Clients

21

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitation fees

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Nancy Hecht’s Registration & Firm History

FL

10/01/2014 - Present

Certified Advisory Corp. (ALTAMONTE SPRINGS FL)

FL

11/19/1998 - 07/13/2021

TRANSAM SECURITIES, INC. (ALTAMONTE SPRINGS FL)

FL

06/10/2013 - 12/31/2017

MAITLAND SECURITIES, INC. (MAITLAND FL)

FL

11/18/1988 - 11/24/1998

CFG SECURITIES CORP. (LONGWOOD FL)

NA

12/08/1983 - 11/22/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/05/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Nancy Ilene Hecht. Review regulatory record here.
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