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 Barrette is a registered representative with Wells Fargo Clearing Services, LLC. Nancy has been in the industry since December 22, 1986, and is currently registered with the state of Michigan and the state of Texas as an investment advisor representative. Nancy is also registered with the state of Michigan as a broker-dealer. Nancy has a broad range of experience, having previously worked at Prudential Securities Incorporated. Nancy holds the Series 3, 7, 63 and 65 licenses, as well as the SIE. Nancy also manages the family property, Shiawassee Parkview Apartments, which is a family business.
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.
1
2
MI
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
NY
12/23/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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