Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Jane Howard is an Investment Advisor Representative at Spectrum Asset Management Inc. Nancy is registered with the state of California and has been in the industry since 1988. Nancy has a Series 7 license and is also a Certified Financial Planner. Spectrum Asset Management Inc. is a Registered Investment Advisor headquartered in Newport Beach, California. The firm specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/14/2012 - Present
Spectrum Asset Management Inc. (NEWPORT BEACH CA)
NA
03/29/1993 - 12/07/1994
QUEST CAPITAL STRATEGIES, INC.
NA
12/16/1989 - 03/18/1993
LINSCO/PRIVATE LEDGER CORP.
NA
01/19/1988 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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