Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naledi? Claim Your ProfileNaledi Lorah Motshegwe is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with offices across the country. Naledi has been in the industry since June 2016 and has a wide range of experience working with clients. Naledi is registered with FINRA and holds Series 66, Series 9, Series 10, and Series 7TO licenses. Naledi specializes in providing investment advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and institutional clients. Naledi also provides financial planning services, portfolio management, and other investment-related services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
08/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY HILLS MA)
BOTH
Issued 08/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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