Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Roozen has been a financial professional since 2003 and is currently registered with Allstate Financial Services, LLC. Nancy has been a part of the Wisconsin financial industry for over 20 years. Nancy is a licensed Series 6 and Series 63 representative, and also holds the SIE designation. Nancy is dedicated to helping clients reach 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.
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.
1
2
WI
03/10/2003 - Present
Allstate Financial Services, LLC (WAUKESHA WI)
BC
Issued 03/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Roozen is the right advisor for you? Invested Better is here to help.
