Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Frost is a registered representative with LPL Financial LLC. Nancy has been in the financial services industry since 2004 and has a Series 6, Series 7, and Series 66 license. Previously, Nancy worked at BANCWEST INVESTMENT SERVICES, INC. and Primevest Financial Services, Inc.. Nancy is currently registered with the states of Minnesota, Nebraska, North Dakota, and South Dakota. Nancy has a background in banking, and specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
1
2
ND
07/19/2023 - Present
LPL Financial LLC (FARGO ND)
MN
04/20/2011 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (BRECKENRIDGE MN)
MN
06/10/2004 - 02/04/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 04/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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