Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Yamileth Vandergoot is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Nancy has over 20 years of experience in the financial services industry and is currently registered in Delaware, Maryland, New Jersey, New York, Pennsylvania, and West Virginia. Nancy has worked with a number of firms, including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chase Investment Services Corp., and has held a range of positions, including financial advisor and financial consultant. Nancy offers financial planning, portfolio management for individuals and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NJ
09/22/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ROSELAND NJ)
NJ
09/12/2018 - 09/07/2021
J.P. MORGAN SECURITIES LLC (Phillipsburg NJ)
NJ
05/23/2011 - 09/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON NJ)
NJ
12/07/2009 - 04/13/2011
CHASE INVESTMENT SERVICES CORP. (WARREN NJ)
NJ
10/25/2007 - 11/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
10/20/2004 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (WHITEHOUSE NJ)
NY
06/05/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
10/23/2000 - 01/04/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
02/14/2000 - 08/25/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 02/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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