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 29 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.

Similar Advisors
William Burns, financial advisor Corning NY
William B. Burns
CRD# 2269169
Burns Matteson Capital Management
Score
96
Similar Advisors
Kathryn Clark, financial advisor Corning NY
Kathryn A. Clark
CRD# 2917734
Tlg Advisors, Inc.
Score
96
Similar Advisors
Debbie Harer, financial advisor Corning NY
Debbie A. Harer
CRD# 2736970
State Farm Investment Management Corp.
Score
96
Professional Designations
Company Name Location Dates Years
Fsc Securities Corporation Corning, NY Jun 1996 - Current 20
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
    220
    MILLIONS
  • Total Number of Accounts
    1,500
    ACCOUNTS
  • Average Account Value
    $146,667
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

FL, MA, MD, NC, NJ, NY, PA, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Nancy Socha and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.