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 Mautner is a registered representative with Wells Fargo Advisors Financial Network, LLC and has been in the industry since January 23, 1988. Nancy has been with Wells Fargo Advisors Financial Network, LLC since February 17, 2009. Nancy has experience with securities, commodities, and financial planning. Nancy specializes in investment consulting services to institutional clients, as well as financial planning and pension consulting.
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.
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2
NJ
02/17/2009 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
10/09/2006 - 09/14/2007
PRIMEVEST FINANCIAL SERVICES, INC. (MIDDLETOWN NJ)
NJ
04/01/2004 - 10/10/2006
ING FINANCIAL PARTNERS, INC. (RED BANK NJ)
NJ
07/03/2003 - 03/29/2004
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
NY
09/24/1986 - 07/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
08/19/1986 - 10/16/1986
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 09/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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