NH
CFP
NH
CFP

Nancy Hecht

42 Years of Experience
Altamonte Springs, FL
1 DisclosureBrokerSells Insurance

Nancy Hecht is a CFP-designated registered investment advisor, based in Altamonte Springs, FL, with 42 years of industry experience.

Location

1111 Douglas Avenue, Altamonte Springs, FL, 32714

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2022
Final
Other Business ActivitiesSells Insurance

Nancy works as a financial planner at Certified Advisory Corp and has been a CFP since 1984. She is also an insurance agent at Certified Insurance Group since 1988, earning commissions.

Employment History
Current Registrations
Fortune Financial Services, INC.Broker
March 2021 - Present · 5 yrs 1 mo
Certified Advisory CORP
July 1993 - Present · 32 yrs 9 mos
Previous Registrations
Maitland Securities, INC.Broker
June 2013 - December 2017 · 4 yrs 6 mos
Transam Securities, INC.Broker
November 1998 - July 2021 · 22 yrs 8 mos
Cfg Securities CORP.Broker
November 1988 - November 1998 · 10 yrs
First Investors CorporationBroker
December 1983 - November 1988 · 4 yrs 11 mos
State Registrations7 states
COFLGALAMIOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nancy Hecht - Financial Advisor | TrueAdvisor