Unclaimed
Nancy Briguglio is a financial advisor with Private Advisor Group, LLC. Nancy is a Registered Representative and Investment Advisor Representative. She is registered with FINRA and has a license to sell insurance. Nancy also serves as an advisory board member with Allen & Shariff. Nancy is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/31/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MD
12/20/2010 - 11/07/2023
LPL FINANCIAL LLC (COLUMBIA MD)
MD
10/07/2009 - 12/20/2010
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLUMBIA MD)
PA
05/05/2005 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)
IN
01/25/1991 - 04/04/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/25/1991 - 04/04/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WA
07/05/1984 - 10/30/1989
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
05/02/1984 - 07/24/1984
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/17/1979 - 12/08/1981
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BOTH
Issued 11/12/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
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