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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nina? Claim Your ProfileNina Adams is a financial advisor who has been in the industry since 1991. Nina has worked at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. before joining Adams Ashby Financial Advisors in 2010. Nina has experience with individual clients, trusts, estates, businesses, and charitable organizations. Nina is a registered Investment Advisor Representative in California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Adams Ashby Financial Advisors (Sacramento CA)
CA
10/25/2004 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
NY
08/26/1991 - 10/26/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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