Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Israel Kunz is an investment advisor representative at D.b. Root & Company, LLC. Nancy has been in the financial industry since 1982. Nancy is a Certified Financial Planner and a Chartered Financial Consultant. Nancy has experience in various aspects of financial planning and portfolio management. Nancy's current role is as an Investment Advisor Representative and a Registered Representative at D.b. Root & Company, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/05/2018 - Present
D.b. Root & Company, LLC (PITTSBURGH PA)
PA
04/21/2014 - 11/29/2019
PURSHE KAPLAN STERLING INVESTMENTS (Pittsburgh PA)
PA
01/19/2011 - 04/09/2014
ESSEX NATIONAL SECURITIES, LLC (WEXFORD PA)
PA
04/19/2000 - 10/07/2010
MML INVESTORS SERVICES, INC. (PITTSBURGH PA)
MD
10/11/1994 - 04/14/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
08/04/1982 - 10/10/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/01/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 08/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Nancy Kunz is the right advisor for you? Invested Better is here to help.
