Unclaimed
Donald Wayne Nadeja is a registered representative with Charles Schwab & CO., Inc. Donald has been in the securities industry since August 9, 1995. Donald has passed the Series 7, Series 9, Series 10, Series 63, Series 66, and SIE exams. Donald is registered in 27 states and holds registrations with FINRA and the state of Pennsylvania. Before joining Charles Schwab & CO., Inc., Donald worked at TD WATERHOUSE INVESTOR SERVICES, INC. and Scottrade, Inc..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
PA
02/05/2021 - Present
Charles Schwab & CO., Inc. (Pittsburgh PA)
PA
07/27/2005 - 03/08/2018
SCOTTRADE, INC. (UPPER SAINT CLAIR PA)
NE
08/21/1995 - 07/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
08/15/1994 - 11/02/1994
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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