NH
Nancy Harvey
Sr. Client Administrator at Verity Investment Partners
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Work Experience
Sr. Client Administrator
Mar 2016 - Present · 8 years and 9 months
Client Services Specialist
May 2014 - Mar 2016 · 1 years and 10 months
Chesney & Company
Client Services Administrator / Paraplanner
Jun 2008 - Apr 2014 · 5 years and 10 months
Company Details
Verity Investment Partners is an SEC registered investment advisory firm serving individual investors and their families throughout the United States. Our mission is to serve as your trusted advisor and to help you invest wisely in your future so that you can live your life, and pursue your dreams, with confidence and peace of mind. Our holistic approach to investment management encompasses financial planning, investment strategy and ongoing portfolio management.
Year Founded
2002
Social Media
Linkedin
Industry
Investment Management, Investment Services
HQ Location
2015 Boundary St Beaufort, South Carolina 29902, US
Keywords
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