Unclaimed
Nancy Fairchild is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Nancy has been working in the financial industry since 1986 and has experience working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Nancy is registered with the Securities and Exchange Commission (SEC) and holds the Series 65, 63, 10, 9, and 7 licenses. She has a strong track record of providing financial advice and investment management services to 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.
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
NM
11/09/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SANTA FE NM)
CA
01/01/2008 - 11/07/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
05/11/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN LUIS OBISPO CA)
NA
11/04/1986 - 01/12/1989
BWS, INC.
NA
04/01/1986 - 09/12/1986
BIRR, WILSON SECURITIES, INC.
IA
Issued 02/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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