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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 Lorena Sides is a financial advisor with over 30 years of experience in the industry. Nancy currently works at Cetera Investment Advisers LLC and holds licenses for both Broker-Dealer and Investment Advisor services. Nancy's background includes previous roles at firms like VOYA FINANCIAL ADVISORS, INC., BROKERS EXCHANGE, INC., CARILLON INVESTMENTS, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. Nancy has a strong education background including an active role with Midlands Technical College. Nancy is a Chartered Financial Consultant and is registered to provide services in numerous states across the country.
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.
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (IRMO SC)
SC
08/31/1994 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (IRMO SC)
SC
10/13/1993 - 08/08/1994
BROKERS EXCHANGE, INC. (COLUMBIA SC)
OH
06/01/1990 - 01/10/1992
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
12/18/1987 - 04/12/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 4/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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