Unclaimed
Nance Arconti is a financial professional with over 20 years of experience in the industry. She has held roles at various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Source Capital Group, Inc. Nance currently works at Pickwick Capital Partners, LLC, where she is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Connecticut and 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.
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.
1
2
NY
03/09/2017 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
CT
01/21/2004 - 03/10/2017
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
NY
05/08/2002 - 07/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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