Unclaimed
Nancy Contino is a financial advisor who has been in the industry for over 30 years. Nancy is currently registered with J.P. Morgan Securities LLC and has previously held positions at CHASE INVESTMENT SERVICES CORP., BHCM INC., GNA SECURITIES, INC., DIME SECURITIES OF NY, INC., and OPPENHEIMER & CO., INC.. Nancy is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Nancy's practice focuses on providing financial advice and portfolio management for individuals, businesses, and institutions. Nancy is also a co-owner/landlord of a rental property and dedicates 1-2 hours per month to this outside business activity.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (EAST MEADOW NY)
NY
08/21/1996 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EAST MEADOW NY)
TX
02/01/1995 - 08/21/1996
BHCM INC. (HOUSTON TX)
VA
04/15/1994 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
12/16/1992 - 04/15/1994
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
NY
11/29/1990 - 12/14/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
CO
10/03/1990 - 11/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 05/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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