Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Marie Hairsine is a financial advisor and Certified Financial Planner with over 30 years of experience in the financial services industry. Nancy currently works with Lifemark Securities Corp. and has a strong history of providing financial guidance to individuals and families. Nancy is registered in numerous states and holds several licenses including Series 6, 7, 26, and 63. She is also licensed in multiple states as an insurance agent. Nancy takes a comprehensive approach to financial planning and has a strong commitment to providing personalized advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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
NY
11/11/2020 - Present
Lifemark Securities Corp. (ROCHESTER NY)
CA
03/16/2007 - 11/07/2018
FORESTERS EQUITY SERVICES, INC. (PITTSBURG CA)
CA
03/01/2007 - 03/08/2007
ROYAL ALLIANCE ASSOCIATES, INC. (WALNUT CREEK CA)
CA
01/02/2001 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (WALNUT CREEK CA)
NA
03/04/1980 - 04/16/1991
T. T. SECURITIES, INC.
NA
12/04/1979 - 05/19/1980
FIVE/THREE SECURITIES CORPORATION
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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