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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Funk is a financial advisor with Cetera Investment Advisers LLC. Nancy has over 30 years of experience in the financial industry. She is a Certified Public Accountant and has experience in financial planning, portfolio management, and investment advice. Nancy has offices in both Cockeysville, Maryland and Highland Park, Illinois. Nancy is registered to provide investment advice in several states, including Colorado, Illinois, Maryland, Pennsylvania and Texas. Nancy is committed to providing her clients with personalized financial advice to help them reach their financial goals.
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.
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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MD
09/16/2020 - Present
Cetera Investment Advisers LLC (COCKEYSVILLE MD)
IA
Issued 10/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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