Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nadia? Claim Your ProfileNadia Lovell is a financial advisor with UBS Financial Services Inc., a leading global wealth management firm. Nadia has over 16 years of experience in the financial services industry. Her expertise encompasses various areas, including securities, investment company products, and variable contracts. Nadia holds the Series 6, 7, 63 and 87 licenses and is registered to provide investment advice in all 50 states. Nadia previously worked at J.P. MORGAN SECURITIES LLC and AMERICAN FUNDS DISTRIBUTORS, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
01/08/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
07/20/2009 - 01/25/2021
J.P. MORGAN SECURITIES LLC (New York NY)
CA
01/01/2004 - 08/08/2007
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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