Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Dabella is a registered representative with Equitable Advisors, LLC. Nancy is licensed to provide financial advice in Florida, New York and Ohio. Nancy has been in the financial industry since 2022. Nancy is Series 7, SIE, and Series 66 licensed. Nancy specializes in portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, and 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.
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.
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
11/21/2024 - Present
Equitable Advisors, LLC (ROCHESTER NY)
BOTH
Issued 11/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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