Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Reagan is a financial advisor at USAA Investment Services Co. Nancy has been in the industry since 2006. Nancy is registered to offer advisory services in 53 states and the District of Columbia. Nancy has experience at J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
AZ
06/22/2022 - Present
Usaa Investment Services Co. (Phoenix AZ)
AZ
06/08/2020 - 03/29/2021
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
01/03/2017 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/01/2012 - 11/23/2016
J.P. MORGAN SECURITIES LLC (TEMPE AZ)
AZ
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
AZ
04/11/2005 - 05/02/2009
WAMU INVESTMENTS, INC. (CHANDLER AZ)
IA
Issued 03/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Reagan is the right advisor for you? Invested Better is here to help.
