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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nava? Claim Your ProfileNava Goldenberg Spivak is a financial advisor with over 15 years of experience in the industry. Nava is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in California and Texas. Prior to joining Wells Fargo, Nava was a registered representative with U.S. BANCORP INVESTMENTS, INC. and PrimeVest Financial Services, INC. Nava holds Series 7, 66, and SIE licenses and is also a Certified Financial Planner. Nava specializes in providing financial planning and investment management services to individuals, families, and businesses. Nava has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
1
2
CA
01/07/2019 - Present
Wells Fargo Clearing Services, LLC (THOUSAND OAKS CA)
CA
07/14/2011 - 05/10/2016
U.S. BANCORP INVESTMENTS, INC. (TOLUCA LAKE CA)
CA
04/13/2007 - 06/02/2011
PRIMEVEST FINANCIAL SERVICES, INC. (SANTA MONICA CA)
CA
08/17/2006 - 04/03/2007
WM FINANCIAL SERVICES, INC. (STUDIO CITY CA)
BOTH
Issued 09/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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