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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 Moody Groff is a financial advisor with Equitable Advisors, LLC, where she has been working since 1999. Nancy has been in the industry since 1993 and is licensed in Arizona, Maryland, North Carolina, and Virginia. Nancy has a variety of experience working with different clients, including individuals, families, and businesses. She offers a range of financial planning services, including retirement planning, college savings, estate planning, and insurance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
06/29/2010 - Present
Equitable Advisors, LLC (PHOENIX MD)
NY
02/19/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
DC
04/04/1997 - 01/09/1999
ICMA - RC SERVICES, INC. (WASHINGTON DC)
MD
04/20/1993 - 02/10/1997
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 07/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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