Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Falla is a financial advisor at J.P. Morgan Securities LLC, a firm that manages more than $50 billion in assets and serves over 262,000 clients. Nancy specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Nancy holds a Series 63, Series 6TO, and SIE licenses. She is also registered in the state of Texas.
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
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TX
06/09/2023 - Present
J.p. Morgan Securities LLC (RICHLAND HILLS TX)
BC
Issued 07/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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