Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Fletcher is a financial advisor with Osaic Wealth, Inc., having worked in the industry since 1985. Nancy is currently registered with the Securities and Exchange Commission (SEC) as well as various states, including Texas and California. Nancy holds licenses to represent clients for investment products and has experience providing financial planning and portfolio management services. Nancy can help clients develop investment plans, manage their assets, and develop strategies for retirement planning and other 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
IN
11/26/1985 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
11/26/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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