Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Anderson is a financial advisor who has been active in the industry since 1987. Nancy is registered with Wells Fargo Clearing Services, LLC and is currently located in Florham Park, NJ. Nancy has experience with a wide range of financial products and services, including stocks, bonds, mutual funds, and options. Nancy also provides financial planning services. Nancy is committed to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
NJ
03/03/2009 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NJ
07/13/2001 - 03/04/2009
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
MO
10/01/1999 - 07/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/12/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
02/06/1992 - 03/08/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/09/1990 - 02/10/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/01/1988 - 01/01/1990
BERKELEY SECURITIES CORPORATION (NEW YORK NY)
NA
07/28/1988 - 12/08/1988
PRELUDE SECURITIES CORP.
NA
02/29/1988 - 07/27/1988
WINDSOR IBC, INC.
NA
06/03/1987 - 01/26/1988
F.N. WOLF & CO., INC.
IA
Issued 06/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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