Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadia? Claim Your ProfileNadia Dubowyj is a financial advisor at Mercer Global Advisors Inc. Nadia has been working in the financial industry since 2005 and has experience in various roles, including those at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northwestern Mutual Investment Services, LLC. Nadia is a Certified Financial Planner and a Chartered Financial Analyst. Nadia provides financial planning, portfolio management, and other services to clients.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
CT
11/18/2024 - Present
Mercer Global Advisors Inc. (Milford CT)
MA
07/24/2006 - 04/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
12/01/2005 - 06/30/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WELLESLEY MA)
BOTH
Issued 02/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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