Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Buck is a registered representative and investment advisor with Janney Montgomery Scott LLC, based in the Elyria, OH area. Nancy has over 38 years of experience in the financial services industry and is licensed in multiple states across the country. Nancy's previous experience includes roles at Parker/Hunter Incorporated and Banc One Securities Corporation. Nancy specializes in providing financial planning and portfolio management for individuals, businesses, and charitable organizations. Nancy also offers pension consulting and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
03/30/2017 - Present
Janney Montgomery Scott LLC (ELYRIA OH)
PA
01/11/1995 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IL
05/26/1989 - 01/13/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
09/25/1984 - 04/11/1989
MCDONALD & COMPANY SECURITIES, INC.
IA
Issued 05/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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