Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sydney? Claim Your ProfileSydney Elizabeth Niewierski is a financial advisor with over 20 years of experience in the financial services industry. Sydney is currently registered with Raymond James Financial Services Advisors, Inc. and is a Certified Financial Planner. Sydney has been in the financial services industry since 2001, previously working with Wells Fargo Advisors Financial Network, LLC. Sydney is passionate about helping clients achieve their financial goals, and she has a proven track record of success in providing personalized financial planning and investment management services. Sydney is committed to providing her clients with the highest level of service and expertise, and she is dedicated to helping them make informed financial decisions.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (Clearwater FL)
FL
03/09/2018 - 05/15/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CLEARWATER FL)
FL
01/01/2008 - 03/09/2018
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
04/10/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLEARWATER FL)
AZ
01/05/2001 - 02/02/2001
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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