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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Rose Papo is a financial advisor with Equitable Advisors, LLC, where she has been registered since March 2016. Nancy has been working in the industry since October 20, 1993. Nancy's previous experience includes working for Centaurus Financial, Inc., Ameriprise Financial Services, Inc., Oppenheimer & Co. Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Roney & Co. Nancy is licensed to provide financial services in Michigan. Nancy is a Registered Representative and an Investment Advisor Representative. Nancy has the following designations: Nancy holds the following licenses: Series 4, 7, 9, 10, 24, 51, 63, and 65. Nancy has 2 state exams, 2 product exams and 5 principal exams. Nancy's specializations are: 1, 2, 3, 4, 5, and 6.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
03/10/2016 - Present
Equitable Advisors, LLC (TROY MI)
MI
01/24/2014 - 03/04/2016
CENTAURUS FINANCIAL, INC. (BLOOMFIELD HILLS MI)
MI
01/03/2012 - 01/24/2014
AMERIPRISE FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
MI
02/17/2010 - 01/04/2012
OPPENHEIMER & CO. INC. (BIRMINGHAM MI)
MI
06/01/2009 - 02/23/2010
MORGAN STANLEY SMITH BARNEY (BLOOMFIELD HILLS MI)
MI
07/01/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
01/25/2000 - 06/18/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
MI
05/11/1998 - 09/24/1999
RONEY & CO. (DETROIT MI)
MI
06/07/1993 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
IA
Issued 03/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/09/1995
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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