Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Michael-Robson is a financial advisor with LPL Financial LLC. Nancy has been in the financial services industry since 2000 and is licensed in California, Oregon, and Texas. Her previous experience includes roles at Crown Capital Securities, L.P., Quest Capital Strategies, Inc., Sentra Securities Corporation, and CitiCorp Investment Services. Nancy offers financial planning, portfolio management, and other advisory services to individuals, businesses, and pension plans. She is also a registered representative with FINRA.
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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CA
05/01/2024 - Present
LPL Financial LLC (ORANGE CA)
CA
09/07/2004 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (TORRANCE CA)
CA
08/06/2003 - 09/10/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
AZ
10/23/2002 - 07/25/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
12/13/2000 - 10/23/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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