Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Glassman is a financial advisor with Morgan Stanley. Nancy has been in the financial services industry since 1989 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 63, Series 24, and Series 65 licenses. She is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
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
NY
06/28/2019 - Present
Morgan Stanley (New York NY)
NY
06/10/1994 - 06/28/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
03/12/1991 - 12/19/1994
AUSTIN SECURITIES, INC. (FOREST HILLS NY)
NY
06/29/1992 - 06/13/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
10/16/1989 - 10/11/1990
WOOD-POMERANTZ SECURITIES, INC
NY
04/24/1989 - 11/16/1989
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NA
11/23/1988 - 03/10/1989
INVESTORS CENTER, INC.
IA
Issued 08/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nancy Glassman is the right advisor for you? Invested Better is here to help.
