Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Anderson is a financial advisor with PFS Investments Inc. Nancy has been in the financial industry since April 1997. Nancy is licensed to provide financial advice in California, Iowa, and Oregon. Nancy's firm, PFS Investments Inc., manages over $8 billion in assets. The firm provides portfolio management for individuals and has offices in Georgia, Iowa, North Carolina, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
04/16/1997 - Present
PFS Investments Inc. (URBANDALE IA)
BC
Issued 04/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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