Nancy M. Mar

TREASURY FOUNDATIONS

Mountain View, CA

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CRD#: 7236927

Professional summary

Nancy Marie Mar is a registered financial advisor currently at TREASURY FOUNDATIONS, INC. located in Mountain View, California.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nancy has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Treasury Foundations, Inc. has a bonus plan wherein bonuses are paid to me, the sole employee, if and only if recognized revenue targets are met per quarter by the firm itself. Bonuses are not given for merely making a sale.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Marie Mar's CRS (Customer Relationship Summary).

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

Current

April 7, 2020 - Present

TREASURY FOUNDATIONS, INC.

RIA

CRD#: 308006

Mountain View, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/7/2020)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2020

Securities Industry Essentials Examination

Current Firm

TREASURY FOUNDATIONS, INC.

CRD#: 308006 / SEC#:

California

Registered Investment Advisory firm - (4/7/2020 Approved)

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Contact information

Main Address

Mountain View, CA

Mailing Address

Phone number

(650) 646-8121

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.

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Nancy M. Mar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Marie Mar's CRS (Customer Relationship Summary).

Certified licenses

Experience

TREASURY FOUNDATIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2020

SIE

Date: 2/28/2020

Current Firm

TREASURY FOUNDATIONS, INC.

Contact information

Documents

Red Flags

Company Information

TREASURY FOUNDATIONS, INC.

TRUST BUT VERIFY

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