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Sina Mary Nowak

Charter Advisory Corp.

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About Sina Mary Nowak

Sina Nowak is an investment advisor representative at Charter Advisory Corp., a registered investment advisor based in Indianapolis. Sina has been in the industry since 1999, working at firms including Kovack Securities, Inc., Legend Equities Corporation, Mutual Service Corporation, and AXA Advisors, LLC. Sina is registered with FINRA and the state of Indiana. Sina specializes in investment management for individuals and businesses, as well as financial planning. Sina is also a licensed real estate agent.

Firm Information

Sina Nowak is currently registered with Charter Advisory Corp.. Charter Advisory Corp. is an investment advisor located in Indianapolis, Indiana. The firm has 14 licensed agents, 15 investment adviser representatives, and 15 registered representatives. They advise individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. They manage approximately $319 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, selection of other advisors, and participates in a wrap fee program. Their website is HTTP://WWW.CHARTERADVISORY.COM.
Charter Advisory Corp.

250 E. 96TH STREET

INDIANAPOLIS, IN 46240

$319.22M

Assets Under Management

2

Total Clients

13

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sina Nowak’s Registration & Firm History

IN

07/09/2015 - Present

Charter Advisory Corp. (INDIANAPOLIS IN)

FL

10/05/2011 - 06/03/2015

KOVACK SECURITIES INC. (FT. LAUDERDALE FL)

FL

03/04/2011 - 10/07/2011

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

MA

10/02/2007 - 10/13/2009

MUTUAL SERVICE CORPORATION (BOSTON MA)

FL

01/22/2003 - 06/16/2006

AXA ADVISORS, LLC (BOCA RATON FL)

MA

05/01/2002 - 11/08/2002

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

09/21/1999 - 03/30/2001

MUTUAL SERVICE CORPORATION (BOSTON MA)

IL

01/16/1998 - 09/16/1999

PMG SECURITIES CORPORATION (ELGIN IL)

NJ

07/11/1997 - 01/13/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

FL

03/14/1995 - 07/11/1997

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

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Licenses & Designations

IA

Issued 05/19/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2008

Series 24 - General Securities Principal Examination

BC

Issued 09/14/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/13/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sina Mary Nowak. Review regulatory record here.
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