Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Dunn is a financial advisor with Neuberger Berman BD LLC. Nancy has been in the industry for 15 years and is licensed in New Jersey and New York. She is also registered with FINRA as a General Securities Representative and is Series 66 qualified. Nancy has a broad range of experience in providing financial advice to individuals and families. Her expertise includes portfolio management, investment planning, and retirement planning. Prior to joining Neuberger Berman BD LLC, Nancy was employed by DAVID J. GREENE AND COMPANY, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
03/26/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
07/25/2008 - 09/18/2008
DAVID J. GREENE AND COMPANY, LLC (NEW YORK NY)
BOTH
Issued 03/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Nancy Dunn is the right advisor for you? Invested Better is here to help.
