Nerija Vietaite
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nerija Vietaite, who also goes by Nerija Veitaite, Nedi VIetaite, was a registered financial professional .
Nerija is a previously registered financial professional and started their career in finance in 2020. Nerija had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 10, 2021 - September 21, 2023
M1 ADVISORY
August 6, 2020 - September 21, 2023
M1 FINANCE LLC
Primary Firm SEC Registration
M1 ADVISORY
CRD#: 249787 / SEC#: 801-106511
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 7TO
Passed: 8/6/2020
General Securities Representative ExaminationCurrent Firm
M1 ADVISORY
CRD#: 249787 / SEC#: 801-106511
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 633,573 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
