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 Mobberley is a financial advisor with over 40 years of experience in the financial services industry. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and currently registered with Osaic Wealth, Inc. Nancy has held previous positions with FSC Securities Corporation, Vestax Securities Corporation, J. B. Hanauer & Co., InterSecurities, Inc., PW Securities, Inc., Raymond James & Associates, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nancy is a seasoned professional with experience in various areas including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
FL
11/03/2023 - Present
Osaic Wealth, Inc. (JUPITER FL)
FL
11/05/1999 - 11/03/2023
FSC SECURITIES CORPORATION (JUPITER FL)
OH
01/25/1999 - 11/30/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
NJ
07/07/1997 - 01/15/1999
J. B. HANAUER & CO. (PARSIPPANY NJ)
FL
04/01/1991 - 06/19/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
03/13/1990 - 04/01/1991
PW SECURITIES, INC.
FL
01/29/1985 - 03/13/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
08/24/1983 - 02/11/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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