Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Amalfitano is an investment advisor representative with LPL Financial LLC. Nancy has been in the industry for 38 years, having started her career in 1983. Nancy has a wide range of experience, having worked at several firms, including Citigroup Global Markets Inc., Securities America, Inc., Guardian Investor Services Corporation, and Pruco Securities Corporation. Nancy is registered to provide investment advice in multiple states and has passed a number of industry exams, including the Series 6, 7, 24, 26, 63, and 66. Nancy is a well-rounded advisor who is able to provide a variety of services to her clients.
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.
Consulting and other non-discretionary advisory services
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
12/03/2007 - Present
LPL Financial LLC (MAHWAH NJ)
NJ
04/23/2001 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NE
01/06/1995 - 04/25/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
10/22/1991 - 12/31/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
06/27/1983 - 02/14/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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