Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Martinez is a financial professional registered with BNY Mellon Securities Corp. Nancy has a strong background in the financial services industry with experience in investment advising. Nancy is licensed in 52 states and the District of Columbia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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NY
09/24/2021 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
01/16/2019 - 10/13/2020
BNY MELLON SECURITIES CORPORATION (UNIONDALE NY)
BC
Issued 02/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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