Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ursula? Claim Your ProfileUrsula Banks is a financial professional with over 8 years of experience in the financial services industry. Ursula is currently registered with Nationwide Investment Services Corp. and holds Series 6, Series 63, and SIE licenses. Ursula has previously been registered with NATIONWIDE SECURITIES, LLC.
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.
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.
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2
OH
12/12/2019 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
OH
12/22/2015 - 12/31/2019
NATIONWIDE SECURITIES, LLC (Grandview Heights OH)
OH
06/05/2015 - 12/23/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 10/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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