Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nefartari? Claim Your ProfileNefartari Titi Ward is a financial advisor with Edelman Financial Engines. Nefartari has been in the financial industry since 2004 and has experience with various firms, including Empower Financial Services, Inc., Vanguard Marketing Corporation, and LPL Financial Corporation. Nefartari has the Series 7, Series 6, and Series 63 securities licenses and has earned the Certified Financial Planner designation.
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
1
2
SC
09/28/2023 - Present
Edelman Financial Engines (FORT MILL SC)
CO
07/21/2022 - 01/31/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NC
10/28/2013 - 09/24/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
PA
06/19/2012 - 05/10/2013
ADP BROKER-DEALER, INC. (ALLENTOWN PA)
NC
12/16/2011 - 06/15/2012
NYLIFE SECURITIES LLC (CHARLOTTE NC)
NC
06/30/2010 - 11/01/2011
ROLLOVER SECURITIES (CHARLOTTE NC)
NC
03/04/2008 - 05/17/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
NC
05/28/2004 - 07/10/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
03/15/2004 - 05/18/2004
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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