Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Walter Ary is a financial advisor with over 28 years of experience in the financial services industry. Nancy is currently registered with LPL Enterprise, LLC and has been registered in Kentucky since 2007. Nancy has a strong background in financial planning, portfolio management, and investment advisory services. Nancy is also a Certified Financial Planner. In addition to her role at LPL Enterprise, LLC, Nancy is also a health broker for PlanChoice, Inc. Nancy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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KY
11/14/2024 - Present
LPL Enterprise, LLC (LOUISVILLE KY)
KY
11/10/2005 - 05/17/2007
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
NJ
03/31/1995 - 11/02/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 07/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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