Unclaimed
Nieda Washington is a financial advisor with over 15 years of experience in the financial services industry. Nieda is currently registered with Vanguard Advisers, Inc. and has been with the firm since May 2021. Prior to joining Vanguard, Nieda worked at PFS INVESTMENTS INC., TRANSAMERICA FINANCIAL ADVISORS, INC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PNC INVESTMENTS, and AMERIPRISE FINANCIAL SERVICES, INC.. Nieda holds the Series 66, Series 7, and SIE licenses. Nieda specializes in providing financial planning services to individuals, businesses, and pooled investment vehicles. Nieda is committed to helping clients achieve their financial goals.
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.
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.
1
2
PA
06/01/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
10/10/2018 - 12/31/2020
PFS INVESTMENTS INC. (NORRISTOWN PA)
NY
05/27/2016 - 10/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW YORK NY)
NJ
04/10/2012 - 12/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
11/24/2008 - 03/30/2012
PNC INVESTMENTS (PHILADELPHIA PA)
PA
04/21/2006 - 11/07/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
MN
06/16/2005 - 03/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/16/2005 - 03/17/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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