Unclaimed
Nile Joseph Steigerwald is a financial advisor registered with Woodstock Wealth Management, Inc. Nile has been working in the financial services industry for over 30 years and has a wealth of experience helping individuals, businesses and charitable organizations manage their investments. Nile specializes in providing financial planning, investment management, and other advisory services to clients in Florida, New Jersey, New York, Texas and Vermont. Nile holds several professional licenses and designations including Series 7, Series 31, Series 63, and Series 65.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
12/24/2020 - Present
Woodstock Wealth Management, Inc. (WOODSTOCK GA)
AR
12/07/2021 - 09/09/2022
ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
NJ
04/16/2009 - 12/12/2019
WOODSTOCK FINANCIAL GROUP, INC. (Chatham NJ)
NJ
03/07/2006 - 05/15/2009
PAULSON INVESTMENT COMPANY, INC. (MORRISTOWN NJ)
NJ
05/09/2003 - 02/28/2006
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NY
10/11/1999 - 05/14/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/05/1996 - 10/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/16/1993 - 01/17/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
06/29/1990 - 08/20/1993
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 06/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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