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Nancy F. Brunetti

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CRD#: 1742034
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nancy F Brunetti, who also goes by Nancy Fetscher Brunetti, Nancy Mason Fetscher, was a registered financial professional .

Nancy is a previously registered financial professional and started their career in finance in 1997. Nancy had worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nancy Fetscher Brunetti | Nancy Mason Fetscher

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 1, 2019 - December 31, 2020

OCEAN CREST FINANCIAL

RIA
CRD#: 299482
Cocoa, FL
Past

June 30, 2005 - May 15, 2006

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

January 31, 2001 - July 1, 2003

SAGE DISTRIBUTORS, INC.

BD
CRD#: 44831
STAMFORD, CT
Past

July 15, 1997 - October 31, 2000

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/22/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


OC
OCEAN CREST FINANCIAL
OCEAN CREST FINANCIAL | OCEAN CREST INVESTMENTS, LLC

CRD#: 299482 / SEC#:

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Contact information


Main Address
846 N Cocoa Blvd, Suite C, Cocoa, FL 32922
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


OCEAN CREST FINANCIAL

CRD#: 299482

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