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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 Sobkowiak Boo is a financial advisor at Chapin, Davis. Nancy has over 27 years of experience in the financial services industry. She is a registered representative and investment advisor representative, and holds Series 7, 7TO, 55, 63, 65, and 66 licenses. Nancy has worked with clients in a range of industries, including individuals, high-net-worth individuals, corporations, and pension plans. Nancy has a strong track record of providing financial advice and investment management services to her 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
08/06/2020 - Present
Chapin, Davis (BALTIMORE MD)
MD
02/14/1998 - 02/12/2013
CHAPIN, DAVIS (BALTIMORE MD)
MD
09/01/1997 - 01/05/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
03/15/1989 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
03/22/1988 - 01/17/1989
CHAPIN, DAVIS & CO., INC.
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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