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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadia? Claim Your ProfileNadia Deniz Reynolds is an investment advisor representative with Empirical Wealth Management in Bellevue, Washington. Nadia has been in the financial services industry since 2009. Nadia holds a Series 7, Series 63, and Series 65 securities license. Nadia has a Certified Financial Planner designation. Nadia is a financial advisor with experience providing financial planning, investment management, and tax preparation services. Nadia has a history of working with high net worth individuals, corporations, and charitable organizations. Prior to joining Empirical Wealth Management, Nadia worked at UBS Financial Services Inc. and Coldstream Securities, Inc.
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.
Tax preparation and insurance services
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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2
WA
08/23/2023 - Present
Empirical Wealth Management (SEATTLE WA)
WA
07/06/2011 - 06/15/2012
UBS FINANCIAL SERVICES INC. (BELLEVUE WA)
WA
04/22/2009 - 06/29/2011
COLDSTREAM SECURITIES, INC. (BELLEVUE WA)
BC
Issued 05/12/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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