Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Fahmy is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Nancy has been in the securities industry since 2001 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 2006. Nancy holds licenses for Series 3, 7, 10, 24, 31, 66 and SIE. Nancy's other business activities include Sole owner of a rental property in Montclair, NJ and Board Observer Seat for a company that offers a platform for advisors to sell alternative investments through tech-based solutions to their clients. BofA is an investor in iCapital. Nancy has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
09/22/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
05/18/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/21/2003 - 03/24/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/30/2003 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
04/16/2001 - 05/30/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 3 - National Commodity Futures Examination
BC
Issued 02/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nancy Fahmy is the right advisor for you? Invested Better is here to help.
