Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Veronica Aguilera is an investment advisor representative with Foundations Investment Advisors LLC, based in Phoenix, AZ. Nancy has been in the financial services industry for over 20 years and has experience in various areas, including fixed insurance and annuities, wealth management, and construction. Nancy holds Series 6, 7, 63, 65, and 66 licenses and is currently registered as an Investment Advisor Representative in Arizona. Nancy has been a board member for Yavapai Big Brothers and Big Sisters.
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.
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.
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AZ
05/23/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
AZ
04/19/2023 - 08/22/2023
NYLIFE SECURITIES LLC (Prescott AZ)
IN
06/25/2021 - 03/03/2023
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
AZ
01/29/2019 - 05/06/2021
EDWARD JONES (PRESCOTT AZ)
AZ
08/01/2016 - 12/18/2018
BBVA SECURITIES INC. (PRESCOTT AZ)
MA
08/15/2002 - 07/28/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
04/16/1997 - 06/09/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 03/22/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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