William Nagy

William Nagy

CEO and Partner

William (Bill) C. Nagy, the President of New Financial Concepts, is an Investment Advisor Representative who has specialized in the needs of investors for over 20 years. William has seen first hand many of the irreversible mistakes investors can make that may have a negative impact on their finances and retirement.

Bill has attained the Life Underwriter Training Council Fellow (LUTCF) designation.  He is also a graduate of Franklin University and holds a Masters Degree in Finance from the University of Dayton.


Education:

  • MBA - University of Dayton; Graduated Cum Laude

  • BA - Franklin University; Graduated Suma Cum Laude


Securities Industry Registrations:

  • Series 6 - Investment Company Products / Variable Products Limited Representatie

  • Series 7 - General Securities Representative

  • Series 65 - Uniform Investment Advisor Law Exam (Investment Adviser  Representative)

  • Series 63 - Uniform Securities Agent State Law Exam


Designations:

  • LUTCF - Life Underwriter Training Council Fellow



Phone (859) 331-0316
Fax (859) 331-0581