Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Tuininga is a financial advisor with over 20 years of experience in the industry. Nancy is currently registered with Kestra Private Wealth Services, LLC and works out of their Austin, TX office. Prior to joining Kestra Private Wealth Services, LLC, Nancy held positions at Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Citigroup Global Markets Inc., and CitiCorp Investment Services. Nancy is also a consultant for Prosperity Point Wealth Management. Nancy is committed to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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TX
07/02/2014 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
01/03/2011 - 07/07/2014
WELLS FARGO ADVISORS, LLC (VISTA CA)
CA
06/29/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ENCINITAS CA)
CA
05/29/2007 - 07/17/2007
CITIGROUP GLOBAL MARKETS INC. (VISTA CA)
CA
04/28/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (VISTA CA)
MA
03/30/2004 - 04/14/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/05/2003 - 04/01/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
12/13/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
02/07/2002 - 12/10/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/06/2000 - 01/29/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 12/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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