Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Corner is a financial professional with over 25 years of experience in the industry. Nancy is currently registered with Park Avenue Securities LLC and provides financial planning and portfolio management services to individuals, high net worth individuals, and institutions. Nancy is a highly qualified advisor who has passed a number of industry exams, including the Series 6, 7, 26, 51 and the SIE. Nancy has also worked for several other firms throughout her career, including RS Funds Distributor LLC and Guardian Investor Services LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
09/24/2019 - Present
Park Avenue Securities LLC (NEW YORK NY)
PA
06/02/2014 - 07/29/2016
RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)
PA
03/17/2009 - 06/02/2014
GUARDIAN INVESTOR SERVICES LLC (VILLANOVA PA)
PA
02/01/1991 - 02/19/2009
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BC
Issued 02/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/17/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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