Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nannette? Claim Your ProfileNannette Burch has been a financial professional since 1984. Nannette is currently registered with Morgan Stanley in Boca Raton, FL and Liberty, TN. Nannette has held previous registrations with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Dean Witter Reynolds Inc. and Harold C. Brown & Co., Inc. Nannette has earned Series 63, 65 and 7 securities licenses. Nannette specializes in providing investment advice to individuals, high net worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/23/2020 - Present
Morgan Stanley (Boca Raton FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
12/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
FL
12/01/1999 - 12/08/2006
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
09/27/1985 - 11/24/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
10/26/1984 - 07/31/1985
HAROLD C. BROWN & CO., INC.
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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