Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Daoud is a financial advisor with over 40 years of experience in the financial services industry. Nancy is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC. Her career started at Pruco Securities Corporation in 1982, followed by IDS Life Insurance Company. Nancy holds several industry licenses including Series 6, 7, and 63 and has the Chartered Financial Consultant designation. Nancy's office is located in Oxford, CT, but she is also licensed to conduct business in 38 states.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
10/24/2006 - Present
Ameriprise Financial Services, LLC (OXFORD CT)
MN
06/12/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
11/02/1982 - 02/10/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Daoud is the right advisor for you? Invested Better is here to help.
