Nancy Dienes (CRD# 5608652) is an Investment Advisor Representative working at Arrivity Financial Planning in Seattle, WA and has 1 year of experience in the finance industry. Nancy Dienes 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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 603 Financial, Inc. Dba Arrivity Financial Planning | Seattle, WA | Feb 2021 - Current | 3 |
| 603 Financial, Inc. Dba Goddard Financial Planning | Seattle, WA | Jul 2017 - Feb 2021 | 3 |
| Blue Canoe Financial Planning, Inc. | Seattle, WA | Jan 2016 - Jul 2017 | 1 |
| Blue Canoe Financial Planning, Inc As Goddard Financial Planning | Seattle, WA | Sep 2013 - Jan 2016 | 2 |
- CA
- CO
- OR
- TX
- WA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
CA, CO, OR, TX, WA
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