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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Nizzardo is a financial advisor who has been in the industry since 2001. Jeffrey is currently registered with Wells Fargo Clearing Services, LLC and is located in Nashville, TN. Prior to joining Wells Fargo Clearing Services, LLC, Jeffrey was employed by Eaton Vance Distributors, Inc. and Allianz Global Investors Distributors LLC. Jeffrey is licensed in several states, including Tennessee, Massachusetts, Arkansas, Connecticut, Kentucky, and Utah. Jeffrey holds a variety of securities licenses, including Series 7, Series 6, Series 63, Series 65, Series 9, and Series 10.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TN
05/16/2023 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
MA
08/22/2017 - 02/28/2023
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NY
04/04/2001 - 08/14/2017
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
IA
Issued 09/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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