John Nadworny (CRD# 1605754) is an Investment Advisor Representative working at Sequoia Financial Group, LLC in Burlington, MA and has over 37 years of experience in the finance industry. John Nadworny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sequoia Financial Advisors | Akron, OH | Sep 2023 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2021 - Current | 3 |
| Affinia Financial Group, LLC | Burlington, MA | Jul 2019 - Current | 4 |
| Lpl Financial LLC | Burlington, MA | May 2004 - Apr 2021 | 16 |
| Shepherd Financial Partners, LLC | Winchester, MA | Aug 2015 - Sep 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management17,865MILLIONS
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Total Number of Accounts23,386ACCOUNTS
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Average Account Value$763,926
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