Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Vega-sellitri is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Nancy has been in the industry since 1988 and has experience working with various financial institutions. Nancy has earned the Series 63, Series 7 and Series 65 licenses. Nancy holds registrations in numerous states.
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
FL
06/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WEST PALM BEACH FL)
FL
01/05/2005 - 12/03/2007
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
06/29/2004 - 01/05/2005
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
CA
02/03/2003 - 06/23/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
01/02/1997 - 10/15/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/02/1991 - 01/22/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
02/22/1988 - 12/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/29/1987 - 11/16/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 01/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
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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