Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Elizabeth Mathew is a financial advisor based in Frisco, Texas. Nancy has been in the financial services industry since 2008, and is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. She has a Series 6, Series 63, and SIE license, and has been registered with the state of Texas since September 2014. Previously, Nancy worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
TX
09/17/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
10/01/2012 - 09/10/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
11/11/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BC
Issued 10/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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