Nancy FlemingCRD Number: 2411873
Current Firm: Fleming Financial Services
Nancy Fleming (CRD# 2411873) is an Investment Advisor Representative working at Fleming Financial Services in Mesa, AZ and has over 27 years of experience in the finance industry. Nancy Fleming 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.
Transamerica Financial Advisors, Inc.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Self Employed||Mesa, AZ||Oct 1993 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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