Unclaimed
Nancy Pinzon-johnson is a financial advisor in Miami, Florida. Nancy has been in the securities industry since January 28, 2004 and is currently registered with Insigneo Securities, LLC. Previously, Nancy was registered with UBS Financial Services Inc., Citigroup Global Markets Inc., and Citicorp Investment Services. Nancy is licensed to sell securities in Florida, New York and Texas.
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
FL
07/10/2020 - Present
Insigneo Securities, LLC (MIAMI FL)
FL
09/23/2011 - 07/10/2020
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
05/29/2007 - 10/03/2011
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/28/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BC
Issued 03/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nancy Pinzon-johnson is the right advisor for you? Invested Better is here to help.