Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy V Fischer is a financial advisor in Rivervale, NJ and has been in the industry since April 30, 2001. Nancy is registered with Principal Securities, Inc. and is a Registered Representative and Investment Advisor Representative. Nancy is also registered with the state of North Carolina. Nancy is a Series 66, 31, 7 and SIE exam holder. Previously, Nancy was a financial advisor at ROYAL ALLIANCE ASSOCIATES, INC. in Livingston, NJ, LPL FINANCIAL LLC in Paramus, NJ, MORGAN STANLEY DW INC. in Purchase, NY and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in Minneapolis, MN.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NJ
10/18/2021 - Present
Principal Securities, Inc. (RIVERVALE NJ)
NJ
09/04/2020 - 04/19/2021
ROYAL ALLIANCE ASSOCIATES, INC. (LIVINGSTON NJ)
NJ
04/30/2003 - 09/17/2020
LPL FINANCIAL LLC (PARAMUS NJ)
NY
09/05/2001 - 03/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
08/31/2000 - 08/09/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/2000 - 08/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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