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 Peterson is a financial advisor with over 25 years of experience in the financial services industry. Nancy is currently a registered representative and investment advisor representative with Bolton Securities Corp. Nancy has previously worked with firms including Citigroup Global Markets Inc., Barclays Capital Inc., Lehman Brothers Inc., Atlas One Financial Group, LLC, Banc of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nancy has passed the Series 63, 65, 66, 7, and 24 exams. Nancy offers advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting. Nancy is a co-owner and president of Amity Wealth Management, Inc. and an investment advisor representative of Bolton Global Asset Management, doing business as Amity Wealth 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/11/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
01/21/2010 - 10/23/2015
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/22/2008 - 01/12/2010
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
09/07/2007 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
FL
08/29/2006 - 10/01/2007
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
FL
08/30/2002 - 09/01/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
FL
03/07/1997 - 11/07/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
07/08/1992 - 03/05/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Peterson is the right advisor for you? Invested Better is here to help.
