Nancy Ann Effert

Current Employers

Employment History

• 10/2013 → 10/2020
  Partnervest Advisory Services, Llc
  Santa Barbara, CA
• 10/2020 → 09/2023
  Changepath, Llc
  Leawood, KS
• 10/2006 → Present
  Effert Financial Solutions
  Cary, IL
• 09/2023 → Present
  Essex, Llc
  Deer Park, IL

Previous Registrations

• 2020-10-26 → 2023-09-26
  Creativeone Wealth, Llc
  Barrington, IL
  Overland Park, KS
• 2013-10-10 → 2020-11-05
  Partnervest Advisory Services Llc
  Crystal Lake, IL
  Santa Barbara, CA
  Barrington, IL
• 2010-01-26 → 2013-10-16
  Crossroads Advisory Group
  Crystal Lake, IL
  Crystal Lake, IL
  Crystal Lake, IL
• 2009-10-29 → 2011-10-11
  Financial Advisers Of America, Llc
  Carlsbad, CA
  Crystal Lake, IL
• 2006-11-14 → 2009-08-17
  Mutual Service Corporation
  Cary, IL
  Appleton, WI
  Crystal Lake, IL
• 2005-10-27 → 2006-08-07
  Money Concepts Capital Corp
  Wilmington, NC
  Libertyville, IL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2004-12-03 → 2005-10-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schaumburg, IL

Other Businesses

EFFERT FINANCIAL SOLUTIONS - DBA, NOT INVESTMENT RELATED; 93 HILLHURST DR, CARY, IL 60013; OWNER; SINCE 10/2006; APX 5 HOURS PER MONTH, ALL OF WHICH ARE DURING TRADING HOURS. NANCY EFFERT (DBA - EFFERT FINANCIAL SOLITIONS); NOT INVESTMENT RELATED; 93 HILLHURST DR, CARY, IL 60013; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 07/2002; APX 4 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-12-02
• S63 Uniform Securities Agent State Law Examination
  2002-08-17

Other Names

• Nancy Ann Lyons
• Nancy Ann Zagars
• Nancy Effert
• Nancy Effert