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 Pashnik is a financial advisor who has been in the industry since April 17, 2005. Nancy is currently registered with LPL Financial LLC and has been with the firm since February 2014. Nancy is also registered in the state of Michigan and Missouri. In addition to her work with LPL Financial LLC, Nancy also acts in a fiduciary capacity for Lorraine Pashnik Living Trust. Nancy has a diverse background in the financial services industry, having previously worked with The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Nancy is committed to providing her clients with comprehensive financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
MI
03/10/2016 - Present
LPL Financial LLC (PLYMOUTH MI)
IN
08/31/2001 - 12/09/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 12/09/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/27/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 03/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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