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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Marie Hughes is a financial advisor with over 20 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ professional and currently serves as a Registered Investment Advisor for Mercer Global Advisors Inc. Nancy has previously worked with several other firms, including TCF INVESTMENTS, INC., CHARLES SCHWAB & CO., INC., DEAN WITTER REYNOLDS INC., WELLINGTON SALES CORP., HAMILTON INVESTMENTS, INC., and CRAIG-HALLUM, INC. She is also active in her community, serving as the Chair of the Board for Interfaith Outreach Community Partners. Nancy offers a range of financial advisory services to individuals and businesses, including financial planning, pension consulting, and portfolio management.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
11/22/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
MN
11/25/2003 - 01/11/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
TX
10/13/1998 - 11/24/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/04/1996 - 09/09/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
06/24/1994 - 09/05/1995
WELLINGTON SALES CORP. (BOSTON MA)
NA
07/19/1993 - 03/16/1994
HAMILTON INVESTMENTS, INC.
NA
09/23/1992 - 07/19/1993
CRAIG-HALLUM, INC.
IA
Issued 01/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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