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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bennett? Claim Your ProfileBennett Nadworny is a registered investment advisor representative with Sequoia Financial Group, LLC in Burlington, MA. Bennett has been in the financial services industry since 2013 and has experience working with clients of various types, including individuals, corporations, and charitable organizations. Bennett holds a Series 66 license and has passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Bennett is affiliated with Affinia Financial Group, LLC in Burlington, MA as a Client Relationship Manager. Bennett also manages real estate rental properties in East Boston, MA.
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.
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.
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MA
09/25/2023 - Present
Sequoia Financial Group, LLC (Burlington MA)
MA
04/02/2021 - 09/06/2023
PURSHE KAPLAN STERLING INVESTMENTS (Burlington MA)
MA
07/17/2019 - 06/15/2021
LPL FINANCIAL LLC (BURLINGTON MA)
BOTH
Issued 08/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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