Nancy L. Coveleskie
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 Linn Coveleskie, who also goes by Nancy L Borovich, was a registered financial professional .
Nancy is a previously registered financial professional and started their career in finance in 1989. Nancy had worked at 9 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 2, 2018 - December 22, 2022
INTENTIONAL WEALTH PARTNERS
January 17, 2013 - March 26, 2016
SMC ADVISORY NETWORK, LLC
June 7, 2012 - January 15, 2013
CETERA ADVISORS LLC
June 6, 2012 - January 15, 2013
CETERA ADVISORS LLC
June 3, 2003 - December 31, 2011
CETERA WEALTH SERVICES, LLC
January 17, 2003 - December 31, 2011
CETERA WEALTH SERVICES, LLC
June 18, 1999 - December 31, 2002
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 4, 1999 - June 24, 1999
IAC SECURITIES, INC.
December 4, 1997 - January 22, 1999
CINCINNATI ANALYSTS, INC.
December 20, 1995 - November 10, 1997
HARBOUR INVESTMENTS, INC.
February 24, 1993 - December 22, 1995
L&M FINANCIAL SERVICES
May 23, 1989 - June 10, 1991
CINCINNATI ANALYSTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTENTIONAL WEALTH PARTNERS
CRD#: 286157 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 228 |
| AUM (Assets Under Management) | $ 50,176,506 |
Red Flags
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