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Nancy S. Jerez

Bofa Distributors, Inc.

Financial Planner in Pleasanton, CA

Address:
576 Sycamore Creek Way
Pleasanton, CA 94566
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About Nancy S. Jerez

Nancy Jerez is a financial professional at Bofa Distributors, Inc. located in Pleasanton, California. Nancy Jerez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Nancy Jerez provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Nancy Jerez
576 Sycamore Creek Way
Pleasanton, CA 94566

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Website:

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