Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Stewart is a financial advisor with J.P. Morgan Securities LLC. Nancy has been in the financial services industry since 1983 and has a wide range of experience in providing investment advice to individuals, businesses, and institutions. Nancy holds the Series 7, 63, 65, and 26 licenses. Nancy has been registered with J.P. Morgan Securities LLC since 2012. Nancy has previously worked at Chase Investment Services Corp., Chemical Investment Services Corp., Liberty Securities Corporation, Financial Network Investment Corporation, Aetna Life Insurance and Annuity Company, Gerald S. Berger, Inc., Stein Abbott and Company, Integrated Resources Equity Corporation, and WZW Financial Services, Inc. Nancy is registered to provide securities and investment advisory services in multiple states.
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
1
2
NJ
09/19/2013 - Present
J.p. Morgan Securities LLC (METUCHEN NJ)
NY
09/18/1996 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
08/02/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
CA
02/06/1990 - 08/04/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
06/07/1984 - 02/22/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NY
06/11/1986 - 02/09/1990
GERALD S. BERGER, INC. (HARTSDALE NY)
NA
07/02/1985 - 06/03/1986
STEIN ABBOTT AND COMPANY
NA
07/02/1984 - 08/02/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/19/1983 - 06/28/1984
WZW FINANCIAL SERVICES, INC.
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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