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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 Almond is a financial advisor with Cetera Investment Advisers LLC in Spokane Valley, WA. Nancy has been in the financial services industry for over 30 years. Nancy's experience includes working for a variety of firms, including Edward Jones, Murphey Favr, Wedbush Securities, First Wall Street Corp, and CUSO Financial Services. Nancy holds the Series 6, 7, 24, 63, and 65 licenses. Nancy's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars. 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.
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 5/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/1/2006
Series 24 - General Securities Principal Examination
BC
Issued 3/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 5/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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