Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Nida is a financial advisor with Edelman Financial Engines in Shreveport, Louisiana. Jonathan has been working in the financial services industry since 2014 and is licensed to provide investment advice in Louisiana and Texas. Jonathan holds the Series 66 and Series 7 licenses and has passed the Securities Industry Essentials (SIE) exam. Jonathan is also a Certified Financial Planner (CFP®). Prior to joining Edelman Financial Engines, Jonathan has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Montgomery & Co., LLC, Bergsma Endeavors, LLC. Jonathan is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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LA
02/12/2024 - Present
Edelman Financial Engines (SHREVEPORT LA)
LA
07/03/2014 - 07/01/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
BOTH
Issued 07/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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