Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Caldwell is a financial professional who has been in the industry since May 25, 2017. She is currently registered with Lincoln Investment, an investment firm with a strong focus on financial planning, portfolio management, and selection of other advisors. Nancy has obtained Series 6, Series 99, and SIE licenses. She is dedicated to providing personalized financial guidance and support to her clients.
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.
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.
1
2
PA
05/26/2017 - Present
Lincoln Investment (Fort Washington PA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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