Nancy Ungarino, financial advisor Gulf Breeze FL

Nancy Ungarino

CRD Number: 7082248
Current Firm: Edward Jones

Nancy Ungarino (CRD# 7082248) is an Investment Advisor Representative working at Edward Jones in Gulf Breeze, FL and has over 3 years of experience in the finance industry.

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Familywealth
Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2019 - Current 3
East Mountain Development Spartan, NJ Nov 2018 - Feb 2019 < 1
Apwest Mechanical Bay Shore, NY Oct 2014 - Oct 2018 4
Fjc Security Services Floral Park, NY Sep 2013 - Oct 2014 1
Denico Management Bay Shore, NY Aug 2012 - Oct 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Nancy J. Ungarino
Phone Number: 314-515-2000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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