Unclaimed
Nadia Omar Schmidt is a registered Investment Advisor Representative. Nadia is registered with Missionsquare Retirement and has 2 years of experience in the financial services industry. Nadia is also registered with the states of Alabama and the District of Columbia. Nadia's previous experience includes working with SIMON Markets LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
03/05/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
AL
11/22/2022 - 09/22/2023
SIMON MARKETS LLC (Birmingham AL)
IA
Issued 01/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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