Unclaimed
Nancy Mayhue-eichelberger is a financial professional with over 30 years of experience in the industry. Nancy is a Registered Representative of Western International Securities, Inc. and holds a Series 7, Series 24 and Series 63 licenses. Nancy's experience spans multiple firms, including Financial West Group and Financial West Investment Group. Nancy is also a licensed agent for Accident & Health, Life, and Variable Insurance and provides investment-related services. Nancy specializes in working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
1
2
CA
08/21/2017 - Present
Western International Securities, Inc. (Rancho Mirage CA)
CA
04/30/1991 - 08/21/2017
FINANCIAL WEST GROUP (RANCHO MIRAGE CA)
NA
03/06/1991 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
FL
09/25/1990 - 03/14/1991
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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