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Willow Drazen

NWF Advisory Services Inc.

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About Willow Drazen

Willow Drazen is an Investment Advisor Representative with NWF Advisory Services Inc. Willow is a registered Investment Advisor Representative in California. She is also a licensed broker-dealer in 23 states, and she holds the Series 7, Series 6, Series 63, and Series 65 licenses. Willow has been in the financial services industry since 2015. She previously worked as a Financial Advisor at NYLIFE SECURITIES LLC and New York Life Insurance Company.

Firm Information

Willow Drazen is currently registered with NWF Advisory Services Inc.. NWF Advisory Services Inc. is an investment advisory firm based in Los Angeles, California. They manage over $3.7 billion in assets for individuals, and offer a range of services, including financial planning, pension consulting, and portfolio management. NWF Advisory Services Inc. is registered with the SEC and has a team of 2 investment advisor representatives and 1 licensed agent. They participate in wrap fee programs.
NWF Advisory Services Inc.

11835 W OLYMPIC BLVD

LOS ANGELES, CA 90064

$3.71B

Assets Under Management

6,555

Total Clients

44

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Willow Drazen’s Registration & Firm History

CA

06/04/2016 - Present

NWF Advisory Services Inc. (LOS ANGELES CA)

CA

04/28/2015 - 03/08/2016

NYLIFE SECURITIES LLC (GLENDALE CA)

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Licenses & Designations

IA

Issued 05/13/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2016

Series 7 - General Securities Representative Examination

BC

Issued 04/28/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Willow Drazen.
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