Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nefertiti? Claim Your ProfileNefertiti Burley is a registered representative with Janney Montgomery Scott LLC. Nefertiti is a financial professional with a diverse background in the financial services industry. Nefertiti is dedicated to providing personalized financial advice and investment solutions to meet the unique needs of her clients. Nefertiti's commitment to understanding her clients' goals, risk tolerance, and financial situation ensures they receive tailored recommendations that help them achieve their financial objectives.
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.
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.
Fee plus commission
1
2
PA
04/15/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
11/11/2004 - 08/22/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 11/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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