Nancy E. Bissel

PARAMOUNT FINANCIAL

Danvers, MA 01923

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CRD#: 7919292

Professional summary

Nancy Elizabeth Bissel, who also goes by Nancy Greene, is a registered financial advisor currently at PARAMOUNT FINANCIAL located in Danvers, Massachusetts.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nancy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nancy Greene

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.

DWB TAX AND INSURANCE SERVICES LLC; INVESTMENT RELATED; INSURANCE AGENT/FACILITATOR ; START DATE 08/2022; DANVERS, MA; APPROXIMATELY 10% OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Elizabeth Bissel'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

June 27, 2024 - Present

PARAMOUNT FINANCIAL

Office #1: 100 Conifer Hill Drive Bldg. 409-412, Suite 411, Danvers, MA 01923

RIA

CRD#: 317735

Danvers, MA

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

Massachusetts
(7/3/2024)

IAR

New Hampshire
(6/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/2024

Uniform Investment Adviser Law Examination

Current Firm

PARAMOUNT FINANCIAL

PARAMOUNT FINANCIAL | PARAMOUNT PLANNING, LLC

CRD#: 317735 / SEC#:

Massachusetts

Registered Investment Advisory firm - (8/4/2022 Approved)

New Hampshire

Registered Investment Advisory firm - (4/27/2022 Approved)

New Jersey

Registered Investment Advisory firm - (3/13/2025 Approved)

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Contact information

Main Address

100 Conifer Hill Drive Bldg. 409-412, Suite 411, Danvers, MA 01923

Mailing Address

Phone number

(978) 406-9137

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	173
AUM (Assets Under Management)	$ 21,664,140

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 E. Bissel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Elizabeth Bissel's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARAMOUNT FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2024

Current Firm

PARAMOUNT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARAMOUNT FINANCIAL

TRUST BUT VERIFY

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