Nancijo Pruce, RICP®

Client Relationship Manager at River's Edge Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Pennsylvania Life, Accident and Health License
    Pennsylvania Insurance Department
    Apr, 2014
    - Nov, 2024
  • Retirement Income Certified Professional (RICP®)
    The American College of Financial Services
  • Series 6 - Investment Company Products/Variable Contracts Representative Examination
    FINRA
  • Series 63 - Uniform Securities Agent State Law Examination
    NASAA

Experience

  • River's Edge Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Mar 2021 - Present

  • Equilibrium Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Jun 2020 - Mar 2021

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Financial Advisor and Practice Manager
      • Jun 2013 - Jun 2020

      Responsible for managing all aspects of a financial advisor's practice. Associate Insurance Agent of NM and registered representative of Northwestern Mutual Investment Services, LLC. Responsible for managing all aspects of a financial advisor's practice. Associate Insurance Agent of NM and registered representative of Northwestern Mutual Investment Services, LLC.

  • Esb Bank Fsb
    • United States
    • Banking
    • Assistant Vice President/Loan Officer
      • 1998 - 2002

      Originated residential/investment conforming and non-conforming loans. Managed $85 million residential loan pipeline. Underwrote 1-4 family mortgage applications in accordance to secondary market guidelines. Originated residential/investment conforming and non-conforming loans. Managed $85 million residential loan pipeline. Underwrote 1-4 family mortgage applications in accordance to secondary market guidelines.

Education

  • Penn State University
    Bachelor of Science (B.S.), Elementary Education and Teaching
    1987 - 1992

Community

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