Unclaimed
Nadia Sajovie is a registered investment advisor representative with Cetera Investment Advisers LLC in Cleveland, OH. Nadia is a Series 7, 63, 66, and 24 licensed advisor and has been in the industry since 2016. Previously, Nadia was with Key Investment Services LLC in Brooklyn, OH. Nadia focuses on financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.
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.
1
2
OH
09/12/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
OH
02/17/2016 - 09/13/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
BOTH
Issued 5/9/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/6/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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