Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Lyons is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chester, NJ. Nancy has been in the financial services industry since 1995 and is licensed to offer investment advice in 34 states, including New Jersey, Texas, and California. Nancy has been with Merrill Lynch since 2016 and previously worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. Nancy's specialties include providing portfolio management for individuals, businesses, and investment companies. She is also experienced in pension consulting and providing educational seminars.
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
NJ
09/11/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHESTER NJ)
NJ
11/07/2006 - 01/19/2016
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
05/09/2003 - 10/17/2006
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NY
10/14/1999 - 05/14/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/15/1997 - 10/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
04/11/1997 - 05/06/1997
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
11/07/1995 - 04/21/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 08/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1995
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
Not sure Nancy Lyons is the right advisor for you? Invested Better is here to help.
