Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Blanchette is a Registered Representative and Investment Advisor Representative at Mariner Wealth Advisors. Nancy has 15 years of experience in the financial services industry. Nancy's career started at Metropolitan Life Insurance Company. Nancy also worked at SunAmerica Securities, Inc, MetLife Securities Inc, Wells Fargo Advisors, LLC, PNC INVESTMENTS, MORGAN STANLEY, BB&T SECURITIES, LLC, AMERIPRISE FINANCIAL SERVICES, INC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC and most recently at Mariner Wealth Advisors. Nancy holds FINRA Series 63, 66, and 7 licenses. Nancy specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Nancy also provides educational seminars to clients on a variety of financial topics.
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.
Family office services
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
KS
07/28/2022 - Present
Mariner Wealth (OVERLAND PARK KS)
WA
04/13/2020 - 07/08/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Spokane Valley WA)
NC
05/16/2018 - 04/24/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHERN PINES NC)
NC
02/07/2017 - 04/25/2018
BB&T SECURITIES, LLC (SOUTHERN PINES NC)
NH
12/01/2015 - 04/07/2016
MORGAN STANLEY (PORTSMOUTH NH)
NC
03/22/2013 - 09/01/2015
PNC INVESTMENTS (PINEHURST NC)
NC
02/06/2008 - 04/12/2011
WELLS FARGO ADVISORS, LLC (PINEHURST NC)
MA
07/29/2004 - 08/27/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/29/2004 - 08/27/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
09/08/2003 - 12/02/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 02/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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