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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 Kay Rhew is a financial advisor with Independent Financial Group, LLC. Nancy has been in the financial industry since April 1993. She specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Nancy is registered with the state of California and other states including Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Florida, Georgia, Kansas, Missouri, Montana, New Mexico, New York, North Carolina, Oregon, Texas, Utah, Virginia, and Washington. Nancy is a Certified Financial Planner and holds a Series 63, Series 65, Series 7 and SIE licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/07/2007 - Present
Independent Financial Group, LLC (San Diego CA)
CA
02/24/1997 - 02/08/2007
MML INVESTORS SERVICES, INC. (SAN DIEGO CA)
CA
01/04/1995 - 02/21/1997
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/21/1993 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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