Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Lynn Beck is a financial advisor with over 30 years of experience in the industry. She is currently registered with J. W. Cole Advisors, Inc. and has previously held positions at OneAmerica Securities, Inc. and American United Life Insurance Company. Nancy is a Certified Financial Planner and holds Series 6, 7, and 63 licenses, as well as the SIE exam. Nancy specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Nancy is committed to helping her clients achieve their financial goals.
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.
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 consulting
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
IN
05/08/2015 - Present
J. W. Cole Advisors, Inc. (INDIANAPOLIS IN)
IN
03/10/1995 - 06/03/2015
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
03/10/1995 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
03/23/1995 - 11/09/1999
CFD INVESTMENTS, INC. (KOKOMO IN)
IA
10/30/1993 - 03/06/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
09/11/1985 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 08/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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