Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy St aubin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nancy has been in the industry since March 27, 2001. Nancy is registered with FINRA and holds the Series 7, Series 63, and Series 66 licenses. Nancy is also registered as an Investment Advisor Representative in Texas and New Hampshire. Prior to joining Wells Fargo Advisors Financial Network, LLC, Nancy was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Nancy specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to 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.
1
2
NH
07/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LEBANON NH)
NH
01/01/2008 - 07/14/2023
WELLS FARGO CLEARING SERVICES, LLC (LEBANON NH)
NH
03/28/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LEBANON NH)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy St aubin is the right advisor for you? Invested Better is here to help.
