Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Perez-tamez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in NEWTON, MA. Nancy has been working in the financial industry since 2015. She has a Series 7, Series 63 and SIE license. Previously, Nancy worked at Blackrock Investments, LLC, Park Avenue Securities LLC, AXA Advisors, LLC, NYLIFE Securities LLC, and David Lerner Associates, INC.
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
MA
03/09/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWTON MA)
MA
12/21/2018 - 01/28/2020
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
CT
09/22/2016 - 09/07/2017
PARK AVENUE SECURITIES LLC (FARMINGTON CT)
CT
04/09/2015 - 04/20/2016
AXA ADVISORS, LLC (MILFORD CT)
CT
02/11/2014 - 04/08/2015
NYLIFE SECURITIES LLC (STRATFORD CT)
CT
10/07/2013 - 11/25/2013
DAVID LERNER ASSOCIATES, INC. (WESTPORT CT)
BC
Issued 10/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
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
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