Unclaimed
Nigel Smith is a financial advisor registered with Edward Jones. Nigel has been in the industry since 2024 and has passed the Series 7TO, SIE and Series 66 exams. Nigel specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Nigel's firm, Edward Jones, manages over $800 billion in assets and has over 20,000 registered representatives. Edward Jones offers financial planning, pension consulting, portfolio management for businesses and individuals, 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.
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.
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.
See schedule d - miscellaneous
1
2
MD
03/09/2024 - Present
Edward Jones (POTOMAC MD)
BOTH
Issued 03/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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