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Nancy E Wertheimer

World Financial Assets Advisory

Baltimore, MD

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Current Employers
World Financial Assets Advisory

Baltimore, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-01-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Baltimore, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Assets Advisory Baltimore MD 06/1994 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-29
S63 Uniform Securities Agent State Law Examination 1994-04-21
  • S65 Uniform Investment Adviser Law Examination
    1994-09-29
  • S63 Uniform Securities Agent State Law Examination
    1994-04-21

View on SEC IAPD

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