Unclaimed
Polina Novozhilova is a financial advisor with Charles Schwab & CO., Inc., and has been in the industry since 2014. Polina is registered in New Jersey as both a Broker-Dealer and Investment Advisor Representative. Polina has passed the Series 7TO, SIE and Series 66 exams. Polina has experience working with clients at LMCC, TIAA and Charles Schwab Bank, SSB.
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
NJ
06/18/2024 - Present
Charles Schwab & CO., Inc. (Morristown NJ)
BOTH
Issued 06/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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