Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Anderson has been in the financial services industry since 1988. Nancy is currently a registered representative of Osaic Wealth, Inc. in the state of North Carolina. Nancy is also a registered investment advisor representative in the state of North Carolina. Nancy has a history of working with several other firms including SAGEPOINT FINANCIAL, INC., NATIONWIDE SECURITIES, INC., MORGAN STANLEY DW INC., BANC OF AMERICA INVESTMENT SERVICES, INC., NATIONSSECURITIES, SMITH BARNEY SHEARSON INC., LEHMAN BROTHERS INC., EDWARD D. JONES & CO., L.P., SHEARSON LEHMAN HUTTON INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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.
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2
NC
09/01/2023 - Present
Osaic Wealth, Inc. (MEBANE NC)
NC
11/02/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HILLSBOROUGH NC)
OH
01/14/2005 - 11/07/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NY
09/14/1999 - 01/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
01/01/1998 - 11/01/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
10/18/1993 - 01/01/1998
NATIONSSECURITIES
NY
07/31/1993 - 09/29/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/19/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
08/01/1990 - 02/22/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
09/22/1988 - 06/29/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/08/1988 - 07/26/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/08/1988 - 07/26/1988
IDS LIFE INSURANCE COMPANY
IA
Issued 08/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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