Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Holstein is an investment advisor representative with Cetera Investment Advisers LLC, located in Mystic, Connecticut. Nancy has been in the financial services industry since 2012. She has been registered with the state of Connecticut since 2021 and has a Series 7, Series 66, and SIE license. In addition to working at Cetera Investment Advisers LLC, Nancy is also a President/Owner of NH Investment Management, an independent insurance agent, a Board Member of Haley Brook Condominiums, and an owner of a rental property. Nancy specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
1
2
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (MYSTIC CT)
CT
03/05/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MYSTIC CT)
CT
10/01/2012 - 01/15/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW LONDON CT)
BOTH
Issued 11/8/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Holstein is the right advisor for you? Invested Better is here to help.
