Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nora? Claim Your ProfileNora Bagby is a financial advisor with over 25 years of experience in the industry. Nora is currently registered with LPL Financial LLC and has previously worked with other firms, including FINTRUST BROKERAGE SERVICES, LLC, KESTRA INVESTMENT SERVICES, LLC, INTERNATIONAL ASSETS ADVISORY, LLC, WELLS FARGO ADVISORS, LLC, SUNTRUST INVESTMENT SERVICES, INC., SUNTRUST SECURITIES, INC., and PAINEWEBBER INCORPORATED. Nora has a broad range of experience in the financial industry, including securities and investment advisory services. Nora has passed both the Series 66 and Series 7 exams and has a state exam category.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/29/2024 - Present
LPL Financial LLC (NAPLES FL)
FL
04/20/2022 - 09/18/2023
FINTRUST BROKERAGE SERVICES, LLC (Orlando FL)
FL
01/08/2016 - 03/17/2022
KESTRA INVESTMENT SERVICES, LLC (ORLANDO FL)
FL
10/11/2012 - 01/11/2016
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
FL
04/11/2008 - 07/26/2012
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
03/25/2003 - 04/16/2008
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
NA
03/22/1989 - 11/18/1994
SUNTRUST SECURITIES, INC.
NA
06/22/1988 - 02/09/1989
PAINEWEBBER INCORPORATED
BOTH
Issued 05/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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