Unclaimed
Jimm Scott Nidlinger is a financial advisor who has been in the industry since December 1992. Jimm currently works at Creative Financial Designs, Inc. Jimm has been registered with the firm since February 2018. Jimm has a Series 63, Series 24, Series 7, and SIE license. Jimm is also registered in Illinois and Indiana. Jimm's previous employers include Signator Investors, Inc., Transamerica Financial Advisors, Inc, Jefferson Pilot Securities Corporation, Keogler, Morgan & Company, Inc., and David A. Noyes & Company.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
IN
02/18/2018 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
IN
05/13/2016 - 12/31/2017
SIGNATOR INVESTORS, INC. (TERRE HAUTE IN)
IN
05/17/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (TERRE HAUTE IN)
IN
03/05/1998 - 05/06/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
GA
05/14/1991 - 10/17/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
01/25/1982 - 12/10/1982
DAVID A. NOYES & COMPANY
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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