Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy MacDonald is a financial advisor with over 14 years of experience in the industry. She is currently registered with Nylife Distributors LLC and holds Series 6, 26, and 63 licenses. Nancy previously worked with Lion Street Financial, LLC and Kestra Investment Services, LLC. She is registered in several states, including Arizona, California, Florida, Illinois, Massachusetts, New York, Pennsylvania and Texas.
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.
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.
1
2
KS
05/01/2023 - Present
Nylife Distributors LLC (LEAWOOD KS)
NJ
10/04/2017 - 10/25/2022
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
MA
02/01/2017 - 08/08/2017
LION STREET FINANCIAL, LLC (NEWTON MA)
MA
08/13/2009 - 02/02/2017
KESTRA INVESTMENT SERVICES, LLC (NEWTON MA)
CT
02/04/2009 - 04/20/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
09/10/2008 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 02/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy MacDonald is the right advisor for you? Invested Better is here to help.
