Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nau is a financial advisor with over 20 years of experience in the industry. Jeffrey is registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7, Series 31, and Series 66 license. He is also a Certified Financial Planner. Jeffrey specializes in providing financial planning, portfolio management and pension consulting services to both individuals and businesses. He is committed to helping his clients achieve their financial goals through personalized and comprehensive financial solutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
02/28/2020 - Present
Raymond James Financial Services Advisors, Inc. (Alexandria VA)
VA
12/08/1999 - 03/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALEXANDRIA VA)
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Nau is the right advisor for you? Invested Better is here to help.
