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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 Lange is a financial advisor with Missionsquare Retirement, a firm headquartered in Washington, DC. Nancy has been in the financial services industry since 2010 and has a wide range of experience, including investment advisory and brokerage services. She has experience working with a variety of clients, including individuals, insurance companies, and high-net-worth individuals. Nancy is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses, allowing Nancy to provide a comprehensive range of financial services to clients in several states.
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.
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.
A percentage of the total value of assets under management is charged.
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DC
11/25/2019 - Present
Missionsquare Retirement (WASHINGTON DC)
IA
Issued 12/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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