Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Gabany is a financial advisor registered with Raymond James Financial Services Advisors, Inc. based in Lipan, TX. Nancy is a Certified Financial Planner and has been working in the financial industry since 1994. Nancy offers financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and retirement plans. Nancy has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/08/2023 - Present
Raymond James Financial Services Advisors, Inc. (Lipan TX)
TX
01/01/1995 - 08/18/2023
COMERICA SECURITIES (SUGARLAND TX)
WI
01/26/1994 - 12/31/1995
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NA
07/20/1994 - 01/01/1995
COMERICA FINANCIAL SERVICES, INC.
BOTH
Issued 06/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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