Sina
Nowak
Charter Advisory Corporation
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About this Advisor
Sina Nowak is a financial advisor based in Indianapolis, Indiana, working with Charter Advisory Corporation. Sina has previously held positions at Kovack Securities, Inc, Kovack Advisors, Inc, Lpl Financial LLC, and Charter Advisory Corporation. Sina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Sina is part of Charter Advisory Corporation, which operates out of Indianapolis, Indiana. The firm has 9 offices and 15 employees. The firm manages assets totaling $319.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Charter Advisory Corporation includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Charter Advisory Corporation Brokerage Details
$319,216,086
15
954
$334,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sina Nowak Work History
Charter Advisory Corporation
Lpl Financial LLC
Kovack Securities, Inc
Kovack Advisors, Inc
Disclosures
Please visit the SEC profile of Sina Nowak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Charter Advisory Corporation
Indianapolis, IN
Fishers, IN
Indianapolis, IN
Cincinnati, OH
Greenfield, IN
Loveland, OH
Indianapolis, IN
Indianapolis, IN
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