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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Wilson, a financial advisor with Morgan Stanley, has been in the financial industry since 1993. Nancy is registered to provide investment advice in New Hampshire, Texas and several other states. Nancy has a broad range of experience, having worked with firms such as AUSDAL FINANCIAL PARTNERS, INC. and WATERSTONE FINANCIAL GROUP, INC., in addition to her current role at Morgan Stanley. Nancy holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NH
01/07/2025 - Present
Morgan Stanley (PORTSMOUTH NH)
NH
08/24/2009 - 10/02/2023
AUSDAL FINANCIAL PARTNERS, INC. (HAMPTON FALLS NH)
NH
10/16/2003 - 08/20/2009
WATERSTONE FINANCIAL GROUP, INC. (HAMPTON FALLS NH)
GA
11/05/2001 - 10/17/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
KS
01/05/1993 - 11/30/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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