Nancy Socha, financial advisor Corning NY
96 score

Nancy Socha

CRD Number: 1156261
Current Firm: Socha Financial Group

Nancy Socha (CRD# 1156261) is an Investment Advisor Representative working at Socha Financial Group in Corning, NY and has over 30 years of experience in the finance industry. Nancy Socha 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
Fsc Securities Corporation Corning, NY Jun 1996 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for Nancy A. Socha
Phone Number: 607-962-0605
Registered State(s):
  • FL
  • NC
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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