Unclaimed
Nancy Starkey is a financial advisor with Assetmark Brokerage, LLC. Nancy has been in the industry since 2002, and has experience working with clients in Arizona. Her primary focus is on providing investment advice and guidance to help individuals achieve their financial goals. Nancy is registered with FINRA and holds Series 7 and Series 63 licenses. Her previous experience includes working with FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., and Charles Schwab & Co., Inc.
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
AZ
06/10/2019 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
GA
05/22/2018 - 05/17/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/22/2018 - 05/17/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/22/2018 - 05/17/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
05/22/2018 - 05/17/2019
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
01/09/2002 - 04/18/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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