Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Mercado is a financial advisor with over 30 years of experience in the industry. Nancy is a managing member of Altus Wealth Group, LLC, a firm she joined in 2017. Previously, Nancy worked at Morgan Stanley for 10 years, and also has experience at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Nancy is a Certified Financial Planner and a Chartered Financial Consultant. Altus Wealth Group, LLC provides financial planning and portfolio management services to individuals, corporations, and other entities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
CO
05/22/2017 - Present
Altus Wealth Group, LLC (COLORADO SPRINGS CO)
CO
06/01/2009 - 05/22/2017
MORGAN STANLEY (COLORADO SPRINGS CO)
CO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLORADO SPRINGS CO)
CO
03/18/1992 - 04/02/2007
MORGAN STANLEY DW INC. (COLORADO SPRINGS CO)
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2004
Series 3 - National Commodity Futures Examination
BC
Issued 08/24/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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