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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 E Hughes is a financial advisor with over 35 years of experience in the industry. Nancy has been registered with Morgan Stanley since 2011, previously working with Citigroup Global Markets Inc. from 1993 to 2009 and Lehman Brothers Inc. from 1988 to 1993. She has also been registered with E. F. Hutton & Company Inc. from 1987 to 1988. Nancy has a wide range of experience in the industry, including experience in financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. Nancy's firm, Morgan Stanley, is a large financial services firm with over $1 trillion in assets under management. The firm offers a wide range of investment products and services to individuals, businesses, and institutions.
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
MI
03/24/2011 - Present
Morgan Stanley (Grand Rapids MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/22/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 08/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
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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