Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadia? Claim Your ProfileNadia Dickinson is a registered representative with Kestra Private Wealth Services, LLC. Nadia has been working in the financial services industry since December 16, 1985. Nadia is licensed to provide investment advice and securities brokerage services in several states. Nadia's firm, Kestra Private Wealth Services, LLC, is a Registered Investment Advisor with the Securities and Exchange Commission (SEC) and is headquartered in Austin, Texas. Kestra provides financial planning, portfolio management, and other advisory services to individuals, families, businesses, and institutions.
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.
1
2
CA
07/27/2023 - Present
Kestra Private Wealth Services, LLC (LANCASTER CA)
CA
06/01/2009 - 10/06/2014
MORGAN STANLEY (PALMDALE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALMDALE CA)
CA
12/17/1985 - 04/02/2007
MORGAN STANLEY DW INC. (PALMDALE CA)
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/1995
Series 4 - Registered Options Principal Examination
BC
Issued 09/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/07/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nadia Dickinson is the right advisor for you? Invested Better is here to help.
