Nancy UngarinoCRD 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.
Ameriprise Financial Services, LLC
Fsa Investment Group, LLC
|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|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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