Unclaimed
Nancy McCready is a financial advisor with over 20 years of experience in the financial services industry. Nancy is currently registered with Wells Fargo Clearing Services, LLC and is a Certified Financial Planner. She specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients. She is also an adjunct instructor for the University of California at Los Angeles (UCLA) Extension, teaching Certified Financial Planning (CFP) preparation courses. Nancy has previously been registered with firms such as BANCWEST INVESTMENT SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
CA
03/03/2023 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
12/11/2013 - 10/09/2015
BANCWEST INVESTMENT SERVICES, INC. (BEVERLY HILLS CA)
CA
01/17/2012 - 12/06/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
CA
01/08/2007 - 01/25/2012
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
11/24/2003 - 12/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
MN
11/24/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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