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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Tush is an investment advisor representative with Ameriprise Financial Services, LLC. Nancy has been in the industry since 2006 and has worked with a variety of firms including Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC. Nancy specializes in providing financial planning, asset allocation, and portfolio management services to individuals, families, and businesses. Nancy is a licensed investment advisor representative in the state of Florida.
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.
Asset allocation services
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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2
FL
02/03/2022 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
04/06/2021 - 02/15/2022
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
01/24/2020 - 03/24/2021
AMERIPRISE FINANCIAL SERVICES, LLC (BOCA RATON FL)
FL
08/21/2019 - 01/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
04/02/2019 - 08/23/2019
RAYMOND JAMES & ASSOCIATES, INC. (THE VILLAGES FL)
FL
01/15/2016 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (THE VILLAGES FL)
FL
05/10/2013 - 01/15/2016
SII INVESTMENTS, INC. (THE VILLAGES FL)
FL
09/24/2012 - 03/19/2013
PURSHE KAPLAN STERLING INVESTMENTS (TAVARES FL)
FL
10/22/2010 - 08/29/2012
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
06/01/2009 - 06/07/2010
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
10/10/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
03/22/2006 - 10/14/2008
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
09/05/2005 - 03/17/2006
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
BOTH
Issued 02/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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