Unclaimed
Nadia Singh is a financial advisor with Wells Fargo Clearing Services, LLC. Nadia has been in the industry since December 17, 2003, and is currently registered as a registered representative in Florida and Texas. Nadia has a strong background in investments and financial planning, and is committed to providing her clients with personalized financial advice and guidance. She is passionate about helping her clients achieve their financial goals, whether it be planning for retirement, saving for college, or protecting their assets.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
03/08/2011 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
06/01/2009 - 03/03/2011
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
12/18/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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