Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nona? Claim Your ProfileNona Avetisyan is a financial advisor with Charles Schwab & CO., Inc. Nona has been in the financial services industry since 2015 and has a strong track record of success. Nona is a Certified Financial Planner and is registered to provide investment advice in Maryland, Texas, and Virginia. Prior to joining Charles Schwab, Nona worked at Morgan Stanley and UBS Financial Services, Inc. Nona is dedicated to helping her 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MD
10/09/2023 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
DC
10/08/2021 - 09/14/2023
MORGAN STANLEY (Washington DC)
DC
04/21/2015 - 11/02/2021
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
BOTH
Issued 07/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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