Nancy has been in the financial services industry since 2010. She is a Chartered Retirement Planning Counselor since July 2020. She is also an Investment Advisor Representative, Registered in New Jersey since October 2018 and a Notary Public since November 2011. Nancy is continuing her studies at New Jersey City University and is a Bachelor of Science in Finance Candidate, expected to graduate in May 2022. She was the recipient of the Charlotte W. Newcombe Foundation Scholarship in Fall 2020.
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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.
Securities offered through APW Capital, Inc., Member FINRA/SIPC
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211.
Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC.
EisnerAmper Wealth Management & Corporate Benefits, LLC and APW Capital, Inc. are unaffiliated.
DEGREES & LICENSING
- Associate of Arts in Business Administration
- Series 7
- Series 63, 65 & 66