NANCY ANN EFFERT is an investment adviser representative (IAR) with state registration records since 2004, appearing at 8 firms. Currently registered with ESSEX LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ESSEX LLC | 2023-10-08 | present | Yes |
| CREATIVEONE WEALTH, LLC | 2020-10-26 | 2023-09-26 | — |
| PARTNERVEST ADVISORY SERVICES LLC | 2013-10-10 | 2020-11-05 | — |
| CROSSROADS ADVISORY GROUP | 2010-01-26 | 2013-10-16 | — |
| FINANCIAL ADVISERS OF AMERICA, LLC | 2009-10-29 | 2011-10-11 | — |
| MUTUAL SERVICE CORPORATION | 2006-11-14 | 2009-08-17 | — |
| MONEY CONCEPTS CAPITAL CORP | 2005-10-27 | 2006-08-07 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-12-03 | 2005-10-19 | — |