Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Anthony Nigro is a financial advisor with Lido. Jerry has been in the industry since 1992 and is registered with the states of California, Florida, Massachusetts, and Texas. Jerry's professional experience includes previous roles at Robertson Stephens Securities, UBS Financial Services Inc., Goldman, Sachs & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Dreyfus Service Corporation. Jerry offers a variety of services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/13/2023 - Present
Lido (LOS ANGELES CA)
MA
06/18/2015 - 01/05/2017
ROBERTSON STEPHENS SECURITIES (Boston MA)
MA
05/30/2008 - 06/29/2015
UBS FINANCIAL SERVICES INC. (BOSTON MA)
NY
10/30/2000 - 06/12/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
02/15/1996 - 05/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/04/1993 - 04/11/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 01/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 3 - National Commodity Futures Examination
BC
Issued 02/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jerry Nigro is the right advisor for you? Invested Better is here to help.
