Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Megretskaia is an Investment Advisor Representative at Modera Wealth Management, LLC. Dina has been in the industry since 2016 and is currently registered with the state of Massachusetts and Texas. Dina holds a Series 65 license and has earned the Certified Financial Planner designation. Dina has a strong background in financial planning, portfolio management, and pension consulting. Dina is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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MA
03/23/2021 - Present
Modera Wealth Management, LLC (BOSTON MA)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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