Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Brothers Wilson has been in the financial services industry since October 1996. Nancy is currently registered with J.P. Morgan Securities LLC and previously held positions with firms including Citigroup Global Markets Inc., Morgan Stanley & Co., Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lehman Brothers Inc. Nancy is licensed to conduct business in a number of states including California, Connecticut, Florida, New Jersey, New York, Pennsylvania, South Carolina and Washington. Nancy's areas of focus include retirement planning, mutual funds, bonds, stocks, alternative investments and other investment products.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NJ
12/04/2018 - Present
J.p. Morgan Securities LLC (Basking Ridge NJ)
NY
04/19/2004 - 02/28/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/22/2002 - 04/15/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
09/03/1998 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/04/1993 - 06/16/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NA
10/21/1992 - 11/30/1993
LEHMAN GOVERNMENT SECURITIES INC.
NA
10/21/1992 - 11/30/1993
LEHMAN SPECIAL SECURITIES INC.
NY
10/21/1992 - 10/14/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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