Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Bong is a financial advisor with T. Rowe Price Associates, Inc. in Garden City, NY. Nancy has been in the financial services industry since 2004. Nancy's registrations include Series 3, 7, 31, 63, 66 and SIE. Nancy also holds the Chartered Financial Analyst designation. In addition to T. Rowe Price, Nancy has previously been employed by Van Eck Securities Corporation, Oppenheimerfunds Distributor, Inc., Neuberger Berman LLC, Neuberger Berman Management Inc., Lehman Brothers Inc., and Goldman, Sachs & Co.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/17/2021 - Present
T. Rowe Price Associates, Inc. (Garden City NY)
NY
03/27/2019 - 06/11/2021
VAN ECK SECURITIES CORPORATION (NEW YORK NY)
NY
04/06/2015 - 03/05/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
08/08/2008 - 03/25/2015
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
11/07/2007 - 08/08/2008
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
NY
09/17/2007 - 11/07/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/04/2001 - 06/07/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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