NF
CFP
NF
CFP

Naomi Feldott

11 Years of Experience
Greenwood Village, CO
Broker

Naomi Feldott is a CFP-designated registered investment advisor, based in Greenwood Village, CO, with 11 years of industry experience.

Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Naomi is the treasurer for the Dubuque Senior High School Educational Foundation, supporting educational endeavors. She is responsible for the foundation's bookkeeping and spends minimal time on this activity.

Employment History
Current Registrations
Empower Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Empower Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Personal Capital Advisors Corporation
April 2021 - April 2023 · 2 yrs
Prudential Customer Solutions LLC
June 2019 - November 2020 · 1 yr 5 mos
Global Portfolio Strategies, INC.
June 2018 - October 2021 · 3 yrs 4 mos
Prudential Investment Management Services LLCBroker
May 2014 - May 2021 · 7 yrs
State Registrations1 state
IA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Naomi Feldott - Financial Advisor | TrueAdvisor