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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Castelli is a financial advisor with Morgan Stanley, providing financial and investment advice to individual and institutional clients. Nancy has been in the financial services industry since 1996 and has a strong track record of providing personalized financial solutions. Nancy is committed to understanding her clients' needs and developing strategies to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NM
02/12/2014 - Present
Morgan Stanley (Santa Fe NM)
CA
11/06/2009 - 04/21/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
03/30/2000 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
NY
01/17/1996 - 03/22/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/09/1994 - 11/28/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/17/1994 - 07/14/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 3 - National Commodity Futures Examination
BC
Issued 02/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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