Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelia? Claim Your ProfileNelia McBride is a financial professional with over 20 years of experience in the financial services industry. Nelia is currently registered with J.p. Morgan Securities LLC as a Registered Representative in Delaware and New York. Nelia has a strong background in investment advising and portfolio management, having previously worked with Deutsche Bank Securities Inc. and US Trust Bank of America PWM. Nelia has held a variety of roles throughout her career and has extensive experience working with high-net-worth individuals, corporations, and institutions. Nelia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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
1
2
DE
01/19/2025 - Present
J.p. Morgan Securities LLC (Newark DE)
NY
10/21/2003 - 06/30/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/30/2003 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
10/12/1998 - 05/30/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/25/1998 - 09/30/1998
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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