Unclaimed
Christina Nagy is a financial advisor with over 20 years of experience in the industry. Christina is currently a Registered Representative at PNC Capital Advisors LLC, where she specializes in portfolio management for businesses, individuals, and pooled investment vehicles. Christina previously worked at Janney Montgomery Scott LLC and Commerce Capital Markets, Inc. Christina has passed several professional examinations, including the Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 66, Series 79TO, and Series 82TO.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis services
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/03/2023 - Present
PNC Capital Advisors LLC (East Cherry Hill NJ)
PA
08/14/2006 - 10/04/2021
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
06/05/2003 - 08/15/2006
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
BOTH
Issued 03/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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