Unclaimed
Nesha Pratt Zeigler is an Investment Advisor Representative with Advocacy Wealth Management, LLC in Atlanta, Georgia. Nesha is registered in Georgia and Texas. Nesha has been in the securities industry since 1999 and is a Registered Representative with FINRA and a Registered Investment Advisor with the state of Georgia. Nesha has a Series 7, 65 and 66. Nesha also has a real estate license with Home Smart in Roswell, GA. Nesha also provides consulting services for Forge Consulting LLC. Nesha is a licensed real estate agent. Advocacy Wealth Management, LLC provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
GA
11/21/2022 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
GA
12/09/1999 - 07/28/2009
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
IA
Issued 05/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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