Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Libardoni is a financial advisor with over 20 years of experience in the industry. Nancy is currently registered with IBN Financial Services, Inc. and is licensed to provide investment advice in Massachusetts. Nancy specializes in providing financial planning and portfolio management services to individuals and businesses. Nancy also works for Medicare Insurance plans, with a focus on sales. Prior to joining IBN Financial Services, Inc., Nancy worked for several other firms including New England Securities and Fisco Equity, Inc. Nancy is a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
11/17/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
02/02/2000 - 12/31/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
RI
12/02/1993 - 02/27/1998
FISCO EQUITY, INC. (LINCOLN RI)
NY
03/14/1991 - 05/23/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/12/1978 - 07/01/1989
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 12/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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