Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nayeli? Claim Your ProfileNayeli Sanchez is a financial advisor at LNW. Nayeli has been working in the financial industry since 2015 and holds the Certified Financial Planner designation. Nayeli has experience working in several roles, including as a Financial Advisor, an Analyst, and a Client Service Representative. In their previous role at Edelman Financial Engines, Nayeli provided financial advice to individuals and families. Before that, Nayeli worked at Viridian RIA LLC. Nayeli currently serves clients in Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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WA
06/06/2022 - Present
LNW (SEATTLE WA)
Active
Inactive
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