Unclaimed
Nazinina Azwoir is an investment advisor representative with LPL Financial LLC and has been in the industry since 2005. Nazinina is also registered with the state of Florida as an investment advisor. Previously Nazinina Azwoir worked for PNC INVESTMENTS, WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Nazinina has experience working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Nazinina's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, Educational Seminars, Selection of Other Advisers, and Consulting and Other Non-Discretionary Advisory Services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/24/2025 - Present
LPL Financial LLC (NAPLES FL)
FL
09/11/2014 - 01/31/2019
PNC INVESTMENTS (BONITA SPRINGS FL)
FL
04/04/2013 - 09/09/2014
WELLS FARGO ADVISORS, LLC (PUNTA GORDA FL)
TX
11/09/2011 - 02/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
02/04/2010 - 09/26/2011
CITIGROUP GLOBAL MARKETS INC. (MCKINNEY TX)
TX
11/06/2008 - 07/17/2009
WELLS FARGO ADVISORS, LLC (ADDISON TX)
TX
05/30/2007 - 07/22/2008
CITIGROUP GLOBAL MARKETS INC. (MCKINNEY TX)
TX
07/06/2005 - 01/29/2007
CHASE INVESTMENT SERVICES CORP. (ALLEN TX)
IL
04/15/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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