Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Jean Chapin is a financial advisor with over 11 years of experience in the financial services industry. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 66, and SIE licenses. Nancy is registered to provide investment advice in Arizona, California, Colorado, Florida, Kansas, Kentucky, Nevada, New York, Oregon, Utah, Virginia and Washington. Nancy is currently employed by United Planners' Financial Services Of America A Limited Partner, a firm with over $9 billion in assets under management, where Nancy specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans and charitable organizations. Before joining United Planners' Financial Services Of America A Limited Partner, Nancy worked at Securities America, Inc. and Foothill Securities, Inc. Nancy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
07/25/2017 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CA
12/08/2016 - 12/15/2016
SECURITIES AMERICA, INC. (SANTA ROSA CA)
CA
10/23/2012 - 12/08/2016
FOOTHILL SECURITIES, INC. (SANTA ROSA CA)
BOTH
Issued 12/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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