Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Miller is a financial advisor with over 40 years of experience in the industry. Nancy is registered with LPL Enterprise, LLC, and has been a registered representative with FINRA for over 20 years. She holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. Nancy has a wide range of experience, including providing financial planning services, portfolio management, and educational seminars. She has also worked as a financial advisor for Prudential Insurance Company of America and Pruco Securities, LLC. Nancy is dedicated to helping her clients achieve their financial goals and provides a range of advisory services, including consulting and other non-discretionary advisory services, educational seminars, and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MA
11/27/2024 - Present
LPL Enterprise, LLC (LONGMEADOW MA)
NJ
02/21/1982 - 02/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/11/1981 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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