Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Levy has been working in the financial services industry since 1983. Nancy is currently a registered representative with Wells Fargo Clearing Services, LLC. Nancy has previously worked for a number of other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., Wachovia Securities, LLC, First Union Capital Markets Corp., Josephthal Lyon & Ross Incorporated, First Montauk Securities Corp., Andrew Alen Securities, Inc., Moore & Schley, Cameron & Co., Moore & Schley Municipals, Inc., Glickenhaus & Co. - New Jersey, Baird, Patrick Capital Group, Inc., Ryan, Beck & Co., and Bevill, Bresler & Schulman Incorporated. Nancy is registered to provide investment advice in several states. Nancy has a wide range of experience in the financial services industry and is committed to providing her clients with the best possible service.
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.
Investment consulting services to institutional clients
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
01/02/2015 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
03/08/2006 - 01/16/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
CT
07/02/2004 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
MO
10/01/1999 - 06/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/17/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
05/16/1995 - 08/29/1996
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NJ
02/03/1992 - 05/15/1995
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
04/17/1990 - 12/31/1991
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
07/15/1988 - 03/30/1990
ANDREW ALEN SECURITIES, INC.
NA
10/21/1987 - 07/29/1988
MOORE & SCHLEY, CAMERON & CO.
NA
06/16/1987 - 01/27/1988
MOORE & SCHLEY MUNICIPALS, INC.
NA
02/02/1987 - 06/24/1987
GLICKENHAUS & CO. - NEW JERSEY
NA
05/14/1985 - 02/17/1987
BAIRD, PATRICK CAPITAL GROUP, INC.
NA
11/02/1981 - 03/24/1986
RYAN, BECK & CO.
NA
04/02/1985 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
BC
Issued 01/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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