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Nancy Westervelt Mulvey

Heritage Financial Counselors, LLC

Bedminster, NJ

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Current Employers
Heritage Financial Counselors, Llc

442 Main Street (Route 202), Bedminster, NJ 07921 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-08-31
  • NJ RA
    APPROVED
    Since 2017-08-31

Branch Locations

442 Main Street (Route 202), Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Whippany NJ 04/2012 Present
Heritage Financial Counselors, Llc Bedminster NJ 07/2017 Present
Designations
Other Names
  • Nancy Jean Westervelt

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
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ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ
WISS PRIVATE CLIENT ADVISORS, LLC · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLORHAM PARK, NJ
JACOBS LEVY EQUITY MANAGEMENT · FLORHAM PARK, NJ

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