Unclaimed
Jimmy Ray Nash is a financial professional with over 40 years of experience in the securities industry. Jimmy has experience working with high-net-worth individuals, businesses, corporations, and pension plans. Jimmy is currently registered with CreativeOne Securities, LLC. Previously, Jimmy was registered with First Heartland Capital, Inc., Cetera Advisors LLC, and OneAmerica Securities, Inc.. Jimmy offers financial planning services, including retirement planning, estate planning, and investment management. Jimmy is also a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MS
11/01/2021 - Present
Creativeone Securities, LLC (BRANDON MS)
MS
01/02/2020 - 10/29/2021
FIRST HEARTLAND CAPITAL, INC. (BRANDON MS)
MS
08/27/2018 - 12/26/2019
CETERA ADVISORS LLC (BRANDON MS)
MS
08/29/2005 - 08/30/2018
ONEAMERICA SECURITIES, INC. (BRANDON MS)
OH
05/27/2004 - 09/27/2005
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
06/17/1998 - 06/02/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/08/1995 - 06/17/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
03/03/1993 - 06/14/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/03/1993 - 06/14/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/17/1992 - 02/19/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
GA
01/08/1991 - 01/30/1992
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
05/25/1989 - 01/10/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/15/1990 - 11/15/1990
MONY SECURITIES CORP. (NEW YORK NY)
NA
09/26/1979 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
MA
01/31/1984 - 05/22/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
01/20/1984 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
02/05/1981 - 07/02/1984
JOHN HANCOCK DISTRIBUTORS, INC.
NA
02/05/1981 - 07/02/1984
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
09/26/1979 - 01/19/1981
MONY SALES, INC.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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