Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nannette? Claim Your ProfileNannette MacBeth is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nannette has been a registered representative for over 40 years and holds a variety of licenses, including Series 3, 7, 63, 65 and SIE. Nannette has a strong background in the financial services industry, having worked for a number of firms over the years. Nannette specializes in providing financial planning services to individuals, businesses, and institutions. Nannette is committed to providing her clients with personalized service and advice that meets their unique needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/08/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BREA CA)
NA
04/05/1972 - 01/23/1974
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
04/05/1972 - 01/23/1974
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
11/17/1970 - 05/11/1972
FIRST VIRGINIA MGNT & RESEARCH CORP
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/1979
PC - AMEX Put and Call Exam
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1970
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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