Unclaimed
Nancy Malamed is a registered investment advisor representative with J.p. Morgan Securities LLC. She is based in New York, NY. Nancy has over 25 years of experience in the financial services industry.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/13/2024 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/07/2010 - 09/19/2011
HSBC SECURITIES (USA) INC. (NEW YORK NY)
CT
03/06/2009 - 03/31/2010
SOUTHRIDGE INVESTMENT GROUP LLC (RIDGEFIELD CT)
MI
09/04/2003 - 11/01/2004
ISRAEL A. ENGLANDER & CO., INC. (BIRMINGHAM MI)
NY
05/08/2002 - 08/29/2003
COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)
MD
07/29/1996 - 06/11/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NY
10/18/1995 - 08/15/1996
SCHRODER WERTHEIM & CO. INCORPORATED (NEW YORK NY)
NY
03/07/1986 - 10/22/1991
SALOMON BROTHERS INC. (NEW YORK NY)
NA
08/11/1983 - 10/09/1984
COWEN & CO.
NA
06/23/1981 - 08/05/1983
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 03/13/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/28/1983
Series 15 - Foreign Currency Options Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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