Unclaimed
Erica Nagy is a registered investment advisor representative with Lord, Abbett & Co. LLC. Erica has been in the industry since 2013 and is registered with the state of New Jersey. Erica has a wide range of experience in the financial services industry. Before joining Lord, Abbett & Co. LLC, Erica worked at J.P. Morgan Securities LLC. Erica is committed to providing her clients with the highest level of service and expertise.
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.
Strategic management for diversified investment portfolios.
Impersonal investment advisory 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
04/06/2017 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NY
08/29/2014 - 12/06/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/28/2013 - 07/17/2014
NYLIFE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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