Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Carmean is a registered investment advisor representative with Janney Montgomery Scott LLC. Nancy is a licensed investment advisor in Delaware and Texas, and has been in the industry since 1997. Nancy holds the Series 7 and Series 63 licenses and the SIE certification. Previously, Nancy has also worked at Morgan Stanley and Merrill Lynch. In addition to her work as an investment advisor, Nancy also owns and operates a real estate appraisal and development company.
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
DE
11/06/2017 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
06/01/2009 - 11/03/2017
MORGAN STANLEY (REHOBOTH BEACH DE)
DE
08/17/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LEWES DE)
DE
05/28/1997 - 08/21/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REHOBOTH BEACH DE)
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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