Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadav? Claim Your ProfileNadav Nachum Baum is a registered representative with Janney Montgomery Scott LLC, with offices in Pittsburgh, PA. Nadav Nachum Baum has been in the financial services industry since 1986 and has worked for various firms, including BPU Investment Management Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and E.F. Hutton & Company Inc. Nadav Nachum Baum offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Nadav Nachum Baum is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Nadav Nachum Baum has been a registered representative with Janney Montgomery Scott LLC since 2016.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
05/03/2016 - Present
Janney Montgomery Scott LLC (PITTSBURGH PA)
PA
01/06/2006 - 06/01/2016
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
07/31/1993 - 01/12/2006
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/25/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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