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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 Green is a financial advisor with Wells Fargo Clearing Services, LLC, located in Coral Gables, Florida. Nancy has been in the industry since 1973 and is registered to provide investment advice in 29 states. Nancy specializes in providing financial planning, portfolio management and investment consulting services to individuals, businesses and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
01/22/2024 - Present
Wells Fargo Clearing Services, LLC (CORAL GABLES FL)
FL
11/21/1975 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CORAL GABLES FL)
NA
10/06/1975 - 01/04/1976
LOEB, RHOADES & CO. INC.
NA
01/22/1975 - 11/10/1975
EDWARDS & HANLY
NA
07/30/1973 - 01/23/1975
D. G. KALMANSON, INC.
NA
04/02/1973 - 11/10/1973
MAYFLOWER SECURITIES CO., INC.
BC
Issued 06/18/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1974
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/23/1977
PC - AMEX Put and Call Exam
BC
Issued 03/24/1973
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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