ADVISOR BIO

Nancy Lea Weatherup is a financial advisor with over 20 years of experience in the industry. Nancy currently works with LPL Financial LLC, which is one of the largest independent broker-dealers in the United States. She is a registered representative in California, Minnesota, and Texas and a licensed investment advisor in California, Minnesota, and Texas. Nancy has a wide range of experience, including working with individuals, families, businesses, and retirement plans. She is also knowledgeable about a variety of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds. Nancy has a strong commitment to providing her clients with personalized financial advice and guidance. She is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Nancy Chang is a financial advisor with Independent Financial Group, LLC. Nancy has been in the financial services industry since 2006. Nancy is registered with FINRA, the Securities and Exchange Commission (SEC) and the states of California and Washington. Nancy specializes in providing financial planning, portfolio management and pension consulting services to individuals, corporations, and charitable organizations. Prior to joining Independent Financial Group, LLC Nancy worked for MML Investors Services, LLC, Citigroup Global Markets Inc., Ameriprise Financial Services, Inc., Chase Investment Services Corp., and UBS Financial Services Inc.

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ADVISOR BIO

Nancy Eckert is a financial advisor with Wells Fargo Clearing Services, LLC. Nancy has been in the financial services industry since 1983 and has a wide range of experience. Nancy Eckert holds Series 3, 7, 8, 63 and SIE licenses and is registered to provide investment advice in 28 states. Prior to joining Wells Fargo, Nancy Eckert worked at CITIGROUP GLOBAL MARKETS INC. and KIDDER, PEABODY & CO. INCORPORATED.

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ADVISOR BIO

Nancy Campbell Brokaw is a financial advisor at Edward Jones. Nancy has been in the financial services industry since 1999 and holds Series 7, 63, and 66 licenses, as well as the SIE exam. Nancy is registered to provide securities and investment advisory services in 25 states. Nancy specializes in working with high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Nancy Moser-sears is a financial advisor with over 20 years of experience in the industry. Nancy has worked with Morgan Stanley since 2022. Prior to that, Nancy worked with First Republic Securities Company, LLC, UBS Financial Services Inc. and Lehman Brothers Inc. Nancy has a broad range of experience in the financial services industry and holds several licenses and certifications. Nancy has a passion for helping her clients achieve their financial goals. Nancy specializes in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Nancy Berman Epstein is an active investment advisor representative with Cambridge Investment Research Advisors, Inc., Nancy Epstein has been in the industry since March 12, 1997. She currently holds registrations as an Investment Advisor Representative in California. Nancy Epstein is also registered as a Registered Representative in California, Florida, Massachusetts, Oregon, and Washington. Nancy Epstein has passed the Series 63, Series 65, Series 7, and SIE exams. Nancy Epstein has experience working with a variety of clients, including individuals, businesses, and charitable organizations. She offers financial planning, portfolio management, and investment advisory services. Nancy Epstein is a Certified Financial Planner.

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Nancy Samaan is an investment advisor representative associated with Osaic Wealth, Inc. in the Palm Desert, California location. Nancy has been a registered representative since July 18, 2010. Nancy has held Series 7 and SIE licenses.

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Nancy Martinez is a financial advisor who works for J.P. Morgan Securities LLC. Nancy is registered with the state of California and holds Series 63, Series 6TO, and SIE licenses. Nancy has been in the financial industry since March 2022. Nancy specializes in portfolio management for businesses and individuals, financial planning, and pension consulting. J.P. Morgan Securities LLC is a firm that provides financial services to a wide range of clients, including individuals, corporations, and institutions. The firm has more than $50 billion in assets under management and a wide range of financial products and services.

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ADVISOR BIO

Nancy Emilie Fuentes is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Nancy is licensed in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Nancy has been in the securities industry since 2019. Nancy is licensed to provide securities and advisory services in California and Texas.

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Nancy Citron Neal is a financial advisor currently with Citigroup Global Markets Inc. Nancy has over 24 years of experience in the financial services industry. Nancy has held past roles with Fidelity Brokerage Services LLC, Citigroup Global Markets Inc., Wells Fargo Investments, LLC, and Citigroup Global Markets Inc.. Nancy holds Series 7, Series 63, Series 65, and Series 66 licenses. Nancy is registered to offer securities and investment advisory services in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, South Dakota, Texas, Utah, Vermont, and Washington.

SPECIALIZATIONS