Nancy Bakshi

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2011 → 01/2019
  Nationwide Investment Services Corporation
  Columbus, OH
• 02/2019 → Present
  Voya Financial Advisors, Inc.
  Tucson, AZ

Other Businesses

NAME OF ENTITY: Airbnb; No; 6470 N Ventana Canyon Dr.; Tucson; AZ; 85750; Host guests.; Host; 2/5/2019; 1; 0; Host guests. NAME OF ENTITY: NRB Holdings LLC; Yes; 6470 N Ventana Canyon Dr.; Tucson; AZ; 85750; Holdings Investment in the artificial intelligence startup company.; Investor; 6/26/2019; 0; 0; investor-No Duties INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/18/2022 ADDRESS: 333 N. Wilmot Rd., Suite 340, Tucson AZ 85711, United States DESCRIPTION: sales of fixed insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-20
• S63 Uniform Securities Agent State Law Examination
  2012-01-09

Other Names

• Ngac My Tran
• Nancy Tran
• Ngoc My Tran
• Nancy Tran Bakshi