Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Torres-esposito is a financial advisor with Lifemark Securities Corp. based in Pearl River, NY. Nancy has been in the industry since 2007. Nancy holds the Series 6, SIE, and Series 63 licenses. Nancy has previously worked with MML Investors Services, LLC, MSI Financial Services, INC., and Metropolitan Life Insurance Company.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
06/17/2024 - Present
Lifemark Securities Corp. (Pearl River NY)
NY
03/25/2017 - 04/01/2024
MML INVESTORS SERVICES, LLC (EAST HILLS NY)
NY
10/27/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
10/27/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)
BC
Issued 03/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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