Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Waldron is a financial advisor with Momentum Independent Network Inc. based in San Antonio, Texas. Nancy has been working in the financial services industry since March 17, 2002. She is licensed to provide investment advisory services in Arkansas, California, Colorado, Georgia, Massachusetts, Missouri, New Hampshire, North Carolina, Texas, and Washington. Nancy holds the Series 63, 66 and 7 securities licenses, as well as the SIE designation. Nancy has been associated with Momentum Independent Network Inc. since October 9, 2020. Prior to that, she worked at UBS Financial Services Inc., FSC Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Momentum Independent Network Inc. provides a variety of financial planning services to individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
12b-1 fees
1
2
TX
10/09/2020 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
07/22/2013 - 10/20/2020
UBS FINANCIAL SERVICES INC. (SAN ANTONIO TX)
TX
11/19/2007 - 05/02/2008
FSC SECURITIES CORPORATION (BULVERDE TX)
TX
04/25/1996 - 03/16/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 11/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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