Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Weiss is a financial professional with over 24 years of experience in the industry. Currently, Nancy is registered with Fidelity Brokerage Services LLC and has previously been registered with Oppenheimer & Co. Inc., Wells Fargo Advisors Financial Network, LLC, New England Securities, MetLife Securities Inc., Metropolitan Life Insurance Company, UBS Financial Services Inc., and Raymond James & Associates, Inc. Nancy is licensed in 53 states and the District of Columbia, and has a broad range of experience, including Series 7, 9, 10, 63, 99TO and SIE licenses.
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.
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.
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2
RI
09/29/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
FL
07/21/2016 - 08/12/2021
OPPENHEIMER & CO. INC. (SARASOTA FL)
FL
05/18/2015 - 05/27/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BRADENTON FL)
FL
04/15/2014 - 12/23/2014
NEW ENGLAND SECURITIES (SARASOTA FL)
FL
01/31/2005 - 12/23/2014
METLIFE SECURITIES INC. (SARASOTA FL)
FL
01/31/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SARASOTA FL)
NJ
05/12/2004 - 12/16/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
08/26/1997 - 05/07/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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