Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nance? Claim Your ProfileNance Amelia Cunard is a financial advisor with Morgan Stanley. Nance has been in the financial services industry since 1986. She has a strong background in providing investment advice and has worked with a variety of clients, including individuals, families, businesses, and institutions. Nance has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals. Nance has worked for other firms, including Citigroup Global Markets Inc., Dean Witter Reynolds Inc., B.F. Anderson Investment Securities Inc., Premier Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She is licensed in multiple states and holds several industry certifications, including Series 7, Series 31, and Series 63. Nance is committed to providing her clients with the highest quality financial advice and is dedicated to helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
LA
02/07/2014 - Present
Morgan Stanley (Baton Rouge LA)
LA
05/29/1992 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BATON ROUGE LA)
NY
02/01/1988 - 07/24/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/12/1986 - 02/10/1988
B.F. ANDERSON INVESTMENT SECURITIES INC.
NA
01/09/1986 - 06/02/1986
PREMIER SECURITIES CORPORATION
NA
06/29/1982 - 10/20/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 11/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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