Nancy Pence Olzack

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Anchorage, AK
• 06/2011 → 05/2023
  Bank Of America,N.A.
  Anchorage, AK
• 05/2023 → Present
  Raymond James & Associates, Inc
  Chicago, IL

Previous Registrations

• 2009-11-02 → 2023-05-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Anchorage, AK
  Louisville, KY
  New York, NY
  Jacksonville, FL
  Chicago, IL
  Lisle, IL
• 2009-06-01 → 2009-12-02
  Morgan Stanley
  Anchorage, AK
• 2006-01-25 → 2009-06-01
  Citigroup Global Markets Inc.
  Anchorage, AK
  Anchorage, AK

Other Businesses

(1)Name of Business: River Bank Loft Condo Association Address: 550 N Kingsbury St, Chicago, IL, 60654, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board, Officer - President Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member - assist with maintaining, safety and rule standards of condo association, collectively make decisions regarding repairs and needed upgrades.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-29
• S63 Uniform Securities Agent State Law Examination
  1998-11-06

Other Names

• Nancy Lynn Pence