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Nancy H

Series 66

Mystic, CT

Cetera

Nancy Holstein is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Voya Financial Advisors, Inc. Prior to her current role, she was president and owner of NH Investment Management, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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