Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Skonberg is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nancy has been in the industry since 1987, and has been with Wells Fargo Advisors Financial Network, LLC since 2019. Nancy is registered in 23 states and holds both Series 63 and Series 66 licenses. Nancy also holds a Series 7 license and the SIE exam.
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
MD
05/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
VA
09/25/2019 - 07/11/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MCLEAN VA)
NY
02/16/1998 - 12/23/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/16/1987 - 05/23/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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