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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Leslie-scanlon Malone is an investment advisor representative at Raymond James Financial Services Advisors, Inc., located in Westborough, MA. Nancy has been in the industry since March 17, 2008 and has been registered with the state of Massachusetts since October 2, 2008. Nancy is also a registered investment advisor with the state of Massachusetts. She holds the Series 7, Series 63, Series 65 and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
05/18/2009 - Present
Raymond James Financial Services Advisors, Inc. (WESTBOROUGH MA)
IA
Issued 05/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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