Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Lynn Comparetto is a financial advisor currently registered with LPL Financial LLC in PARAMUS, NJ. Nancy has been in the financial services industry since November 27, 2006. Nancy has held previous positions with Raymond James Financial Services, Inc., UBS Financial Services Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc. Nancy has passed the Series 7, Series 63, Series 66, and SIE exams. Nancy offers financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisors.
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.
1
2
NJ
09/06/2024 - Present
LPL Financial LLC (PARAMUS NJ)
FL
01/05/2023 - 01/16/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Naples FL)
FL
05/15/2014 - 01/13/2023
UBS FINANCIAL SERVICES INC. (NAPLES FL)
NJ
06/01/2009 - 05/27/2014
MORGAN STANLEY (RIDGEWOOD NJ)
NJ
04/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RIDGEWOOD NJ)
NJ
04/10/2006 - 05/10/2007
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
BOTH
Issued 06/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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