Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Odonnell Vincey is an experienced financial advisor, having been in the industry since 1986. Nancy is currently a registered representative with RBC Capital Markets, LLC, which is a FINRA registered broker-dealer and an SEC registered investment advisor. Nancy is licensed in multiple states across the country. Nancy is a specialist in a range of areas and products including fixed income, mutual funds, stocks, options, variable annuities, and retirement planning. Prior to RBC Capital Markets, LLC, Nancy was associated with several other firms including Tucker Anthony Incorporated, Branch, Cabell & Co., Inc., Wachovia Brokerage Services, Crestar Securities Corporation, NationsSecurities, NationsBanc Securities, Inc., NationsBanc Capital Markets, Inc., Sovran Investment Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Shearson Lehman Brothers 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.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
VA
03/09/2002 - Present
RBC Capital Markets, LLC (RICHMOND VA)
MA
03/28/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
04/05/2000 - 03/28/2001
BRANCH, CABELL & CO., INC. (RICHMOND VA)
NC
06/08/1998 - 08/26/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
VA
07/05/1994 - 03/24/1998
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NA
06/07/1993 - 07/26/1994
NATIONSSECURITIES
MA
04/07/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
01/01/1992 - 04/06/1992
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
NA
12/02/1987 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
NA
08/20/1986 - 10/28/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/28/1986 - 06/12/1986
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 01/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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