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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Zehr is a financial advisor with over 27 years of experience in the industry. Nancy is currently registered with Mesirow Financial Investment Management, Inc. and has been with the firm since August 2024. Before joining Mesirow, Nancy was a financial advisor at American Global Wealth Management, Inc. and IMPRINT WEALTH LLC DBA PRICE WEALTH MANAGEMENT. Nancy holds a Series 7, Series 63, Series 24 and Series 65 licenses. Nancy has experience working with various client types including individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, investment companies, and insurance companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
08/22/2024 - Present
Mesirow Financial Investment Management, Inc. (CHICAGO IL)
NA
12/03/2020 - 08/04/2023
LAIDLAW & COMPANY (UK) LTD. (LONDON )
FL
07/06/2018 - 12/31/2020
INTERNATIONAL ASSETS ADVISORY, LLC (STUART FL)
FL
09/08/2014 - 05/21/2018
RAYMOND JAMES & ASSOCIATES, INC. (FT. PIERCE FL)
FL
03/18/2011 - 05/28/2014
INVEST FINANCIAL CORPORATION (STUART FL)
FL
06/27/1995 - 03/22/2011
FNB BROKERAGE SERVICES, INC. (STUART FL)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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