Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Almond is a financial advisor with Cetera Investment Advisers LLC. Nancy has over 30 years of experience in the financial services industry. Nancy is registered with the state of Washington as an investment advisor representative. Nancy holds Series 6, 7, 24, 63 and 65 licenses. Nancy is a member of the Cetera Investment Advisers LLC team. She is committed to providing her clients with personalized financial advice. Nancy believes in a comprehensive approach to financial planning. She works with her clients to develop a plan that meets their individual needs. Nancy also offers a wide range of financial services, including investment management, retirement planning, and estate planning.
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.
A percentage of the total value of assets under management is charged.
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2
WA
09/16/2022 - Present
Cetera Investment Advisers LLC (Spokane Valley WA)
WA
02/22/2021 - 09/16/2022
CUSO FINANCIAL SERVICES, L.P. (KENNEWICK WA)
WA
08/30/2010 - 03/01/2018
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
WA
01/02/2009 - 09/01/2010
WEDBUSH SECURITIES INC. (SUMNER WA)
WA
06/22/2005 - 12/31/2008
FIRST WALL STREET CORP. (SUMNER WA)
MO
01/24/1996 - 06/27/2005
EDWARD JONES (ST. LOUIS MO)
CA
05/16/1991 - 01/15/1996
MURPHEY FAVRE, INC. (IRVINE CA)
IA
Issued 11/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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