Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Guadalupe Cuellar is an investment advisor representative at Janney Montgomery Scott LLC. Nancy has been in the financial services industry since July 29, 2020 and has worked at Janney Montgomery Scott LLC since April 2024. Prior to that, Nancy worked at WELLS FARGO CLEARING SERVICES, LLC in Bethesda, MD. Nancy is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO and Series 66 securities licenses, as well as the SIE exam. Nancy is licensed in 53 states and the District of Columbia, including Maryland, Texas, and the District of Columbia.
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.
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.
Fee plus commission
1
2
DC
04/25/2024 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
MD
07/30/2020 - 04/30/2024
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
BOTH
Issued 09/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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