Nancy Hecht, financial advisor Altamonte Springs FL
78 score

Nancy Hecht

CRD Number: 1217854
Current Firm: Certified Advisory Corp

Nancy Hecht (CRD# 1217854) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has 1 year of experience in the finance industry. Nancy Hecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Maitland Securities, Inc. Altamonte Springs, FL Jun 2013 - Current 3
Certified Insurance Corp Altamonte Springs, FL Nov 1998 - Current 18
Transam Securities, Inc. Altamonte Springs, FL Nov 1998 - Current 18
Certified Advisory Corp Altamonte Springs, FL Mar 1994 - Current 22

Nancy Hecht has no recent exams reported.
Contact Info for Nancy I. Hecht
Phone Number: 407-869-9800
Registered State(s):
  • FL
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    1,010
    MILLIONS
  • Total Number of Accounts
    3,437
    ACCOUNTS
  • Average Account Value
    $293,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, CA, CO, CT, FL, GA, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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BADGES
78
Clean Record
This advisor has a clean track record with regulators.

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