Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy McMillan is a financial advisor with over 40 years of experience in the industry. Nancy is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in multiple states, including Arkansas, Florida, and Texas. Nancy has a wide range of experience, including working with individuals, families, businesses, and charitable organizations. Nancy offers financial planning services, pension consulting, and portfolio management. Nancy is committed to providing personalized financial advice to help clients achieve their financial goals.
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
AR
06/14/2024 - Present
Osaic Wealth, Inc. (Fort Smith AR)
AR
09/14/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Fort Smith AR)
AR
01/01/2004 - 09/17/2020
VOYA FINANCIAL ADVISORS, INC. (FORT SMITH AR)
IA
04/01/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
12/03/1991 - 04/06/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
07/08/1983 - 12/06/1991
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 04/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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