Unclaimed
Abigail Nepomuceno is a financial advisor in Forest Hills, New York. She has been in the financial industry for over 13 years. Abigail Nepomuceno is registered with Charles Schwab & CO., Inc. and has been with the firm since February 2022. Previously she was with TD AMERITRADE, INC. Abigail Nepomuceno holds Series 66, SIE and Series 7 licenses and is licensed in New York. Abigail Nepomuceno is also a registered Investment Advisor in New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (Forest Hills NY)
NY
04/06/2009 - 12/15/2022
TD AMERITRADE, INC. (FOREST HILLS NY)
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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