Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Nadworny is an investment advisor representative with Sequoia Financial Group, LLC. John has been in the industry since 1987, and has experience in providing financial advice to a range of clients, including individuals, corporations, charitable organizations, and pooled investment vehicles. John offers a variety of services, including financial planning, portfolio management, and educational seminars. John is also a Certified Financial Planner and Chartered Financial Consultant, demonstrating a strong commitment to professional development.
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.
1
2
MA
09/25/2023 - Present
Sequoia Financial Group, LLC (Burlington MA)
MA
04/01/2021 - 09/06/2023
PURSHE KAPLAN STERLING INVESTMENTS (Burlington MA)
MA
05/21/2004 - 06/15/2021
LPL FINANCIAL LLC (BURLINGTON MA)
CT
01/02/1987 - 05/26/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 01/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Nadworny is the right advisor for you? Invested Better is here to help.
