Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Arango is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nancy has been a financial advisor for over 25 years and has experience with a variety of financial products and services, including retirement planning, investment management, and insurance. Nancy is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
04/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAK BROOK IL)
IL
05/06/2014 - 09/30/2015
COMMONWEALTH FINANCIAL NETWORK (Glen Ellyn IL)
IL
02/24/2011 - 05/21/2014
MML INVESTORS SERVICES, LLC (GLEN ELLYN IL)
IL
06/01/2009 - 12/01/2010
MORGAN STANLEY SMITH BARNEY (OAK BROOK IL)
IL
01/26/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)
IL
10/20/2004 - 12/01/2008
GENWORTH FINANCIAL SECURITIES CORPORATION (WHEATON IL)
NY
01/21/1995 - 11/26/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/22/1994 - 01/10/1995
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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