Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Lee is a financial advisor with Truist Advisory Services, Inc. based in Hyattsville, MD. Nancy has been in the industry since 2003 and holds multiple licenses and certifications including Series 63, 65, 7 and SIE. Nancy's previous firms include BB&T Securities, LLC, BB&T Investment Services, Inc. and National Planning Corporation. Nancy offers a variety of services including financial planning, portfolio management, and publication of periodicals.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
MD
02/17/2021 - Present
Truist Advisory Services, Inc. (HYATTSVILLE MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
08/12/2004 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HYATTSVILLE MD)
CA
04/03/2003 - 08/27/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 3/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/1/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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