Nancy ChavezCRD Number: 5459771
Current Firm: Nationwide Investment Advisors, LLC
Nancy Chavez (CRD# 5459771) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 9 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Nationwide Investment Services Corporation||Columbus, OH||Jun 2013 - Current||4|
|Charles Schwab||Phoenix, AZ||Sep 2010 - May 2013||2|
|Unemployed||Palatine, IL||Nov 2009 - Sep 2010||< 1|
|The Vanguard Group||Scottsdale, AZ||Jun 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management4,834MILLIONS
Total Number of Accounts131,500ACCOUNTS
Average Account Value$36,760
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV