Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Watson Lombardy is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Paige has been in the financial services industry since 2005 and holds Series 7, 66 and SIE licenses. Paige has been registered with the state of Alabama since 2020 and is also registered with the state of Texas. Paige has been a registered representative with VALIC Financial Advisors, Inc. and Morgan Keegan & Company, Inc. in the past. Paige specializes in providing financial advice to individuals, corporations, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
01/31/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUSCALOOSA AL)
AL
07/13/2011 - 02/11/2020
VALIC FINANCIAL ADVISORS, INC. (NORTHPORT AL)
MS
11/10/2009 - 07/18/2011
MORGAN KEEGAN & COMPANY, INC. (BAY ST. LOUIS MS)
LA
03/26/2009 - 11/10/2009
CHASE INVESTMENT SERVICES CORP. (SLIDELL LA)
MS
10/26/2005 - 03/12/2009
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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