Nancy Jimenez is a registered investment advisor, based in Coral Gables, FL, with 15 years of industry experience.
Location
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nancy is involved in several real estate activities, including sales, property management, and managing a condominium association. She also serves as Chief Financial Officer and Chief Information Security Officer for Portfolio Resources Advisor Group, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Portfolio Resources Group, INC.Broker
Portfolio Resources Advisor Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.