Unclaimed
Nancy Funk is a registered investment advisor representative and has been active in the industry since August 1993. Nancy is currently registered with Cetera Investment Advisers LLC and is located in Cockeysville, Maryland. Nancy is a registered representative and investment adviser in several states. Nancy has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and government entities. Nancy specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
COCKEYSVILLE, MD
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 8/9/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 8/9/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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