Nancy Beck is a CFP-designated registered investment advisor, based in Key West, FL, with 40 years of industry experience.
Location
Key West, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy is a sole proprietor of Beck Insurance Services, selling various insurance products, and owner of Beck Financial Strategies Inc., where she does public speaking. She also owns an art business, real estate, and is an author and musician.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Oneamerica Securities, INC.
Beck Financial Strategies, INC.
Cfd Investments, INC.Broker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations7 states
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