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 Ksiazek is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nancy has been in the industry since October 1999 and holds Series 63, Series 7, and SIE licenses. Nancy is registered in Florida and Georgia. She previously worked at Northern Trust Securities, Inc., Wells Fargo Advisors, LLC, RBC Capital Markets Corporation, Tucker Anthony Incorporated and Branch, Cabell & Co., Inc. Nancy specializes in providing investment consulting services to institutional clients, 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.
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.
Investment consulting services to institutional clients
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.
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2
FL
07/19/2017 - Present
Wells Fargo Advisors Financial Network, LLC (SARASOTA FL)
FL
03/15/2012 - 01/05/2017
NORTHERN TRUST SECURITIES, INC. (SARASOTA FL)
FL
10/26/2010 - 02/17/2012
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
FL
01/12/2010 - 07/19/2010
RBC CAPITAL MARKETS CORPORATION (TAMPA FL)
VA
03/09/2002 - 11/25/2009
RBC CAPITAL MARKETS CORPORATION (RICHMOND VA)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
10/14/1998 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
BC
Issued 11/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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