Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Lapointe is a financial advisor who is registered with the state of Washington as a registered representative and an investment advisor representative. Nancy has been working in the financial industry since 1999 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Nancy is a Certified Financial Planner™ and a Chartered Financial Consultant™ and has experience providing financial planning, investment management, and insurance services. Nancy currently works with Commonwealth Financial Network and Navigate Financial.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
WA
08/09/2013 - Present
Commonwealth Financial Network (Lacey WA)
WA
09/17/2004 - 08/16/2013
METLIFE SECURITIES INC. (LACEY WA)
WA
09/17/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TUMWATER WA)
NJ
11/15/1999 - 09/20/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
GA
06/08/1999 - 10/27/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/24/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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