Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Tellez is a registered investment advisor representative with Thrivent Investment Management Inc. Nancy has been in the industry since April 2009 and is licensed in Texas, Arizona, Arkansas, California and Pennsylvania. Nancy specializes in providing financial planning and portfolio management for individuals. She also provides financial planning services for businesses, churches and non-profit sharing retirement accounts.
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.
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.
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TX
05/06/2009 - Present
Thrivent Investment Management Inc. (HOUSTON TX)
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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