Unclaimed
Nancy Peretsman is a financial professional with over 40 years of experience in the industry. Nancy has held several senior positions at prominent firms, including Salomon Brothers Inc., Blythe Eastman Paine Webber Incorporated, and Paine, Webber, Jackson & Curtis Inc. Currently, Nancy is registered with Allen & Co. LLC, a well-respected investment firm. Nancy holds the Series 7, Series 24, SIE and Series 79TO licenses, demonstrating her expertise in a wide range of financial products and services.
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
NY
12/11/1995 - Present
Allen & Co. LLC (NEW YORK NY)
NY
08/23/1984 - 07/10/1995
SALOMON BROTHERS INC. (NEW YORK NY)
NA
11/10/1980 - 06/01/1984
BLYTH EASTMAN PAINE WEBBER INCORPORATED
NA
06/01/1984 - 06/17/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
BC
Issued 04/25/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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