Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Hartford is a financial professional with over 15 years of experience in the financial services industry. Nancy has held various roles in the industry, including a position with Primerica Financial Services, and has worked at both PFS Investments Inc. and LPL Enterprise, LLC. Nancy is currently registered with LPL Enterprise, LLC as a Registered Representative and Investment Advisor Representative. Nancy Hartford has a strong track record of success in the financial services industry and 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
FL
11/14/2024 - Present
LPL Enterprise, LLC (TAMPA FL)
GA
12/20/2018 - 12/16/2022
PFS INVESTMENTS INC. (LAWRENCEVILLE GA)
IA
Issued 12/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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