Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Woolver is an investment advisor representative with Eagle Strategies LLC. Nancy has been in the industry since December 2009. Nancy is licensed to provide investment advice and brokerage services in New York and other states. Nancy is also licensed to provide investment advisory services in New York. Nancy has passed the Series 6, Series 7, Series 63, and Series 66 exams. Nancy has been with Eagle Strategies LLC since February 2015. Previous to that, Nancy worked at NYLIFE SECURITIES LLC and NEW YORK LIFE INSURANCE CO. Eagle Strategies LLC provides investment advisory services to individuals, high net worth individuals, charitable organizations, corporations, and other businesses. Nancy is a volunteer with the Rochester Women's Network. Nancy is committed to providing her clients with personalized investment advice and financial planning services.
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.
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NY
08/03/2021 - Present
Eagle Strategies LLC (VICTOR NY)
NY
12/02/2009 - 04/16/2012
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FAIRPORT NY)
BOTH
Issued 01/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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