Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Kusy is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nancy has been in the financial services industry for over 16 years and has a deep understanding of the markets. Nancy is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Nancy holds the Series 7, Series 63, and SIE licenses and is registered in 36 states. Nancy is a highly experienced and knowledgeable advisor who can help you navigate the complexities of the financial world.
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.
Investment consulting services to institutional clients
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
FL
07/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ORMOND BEACH FL)
FL
11/12/2013 - 07/13/2023
WELLS FARGO CLEARING SERVICES, LLC (ORMOND BEACH FL)
FL
06/01/2009 - 11/25/2013
MORGAN STANLEY (ORMOND BEACH FL)
FL
05/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORMOND BEACH FL)
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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