Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natacha? Claim Your ProfileNatacha Cave is a financial advisor with over 20 years of experience in the industry. Currently, Natacha is an Investment Advisor Representative at Osaic Wealth, Inc. where she has been employed since September 2023. Natacha's career path also includes positions at Sagepoint Financial, Inc., MML Investors Services, LLC, OneAmerica Securities, Inc., CGI Merchant Capital, LLC, and AXA Advisors, LLC. Natacha is registered with the state of Florida. Natacha is a licensed Series 6, 63, and 65 advisor as well as a SIE holder. Natacha is able to provide a wide range of services including portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
10/08/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
09/10/2013 - 10/16/2015
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
FL
06/07/2012 - 05/21/2013
ONEAMERICA SECURITIES, INC. (MIAMI FL)
FL
05/26/2011 - 01/27/2012
CGI MERCHANT CAPITAL, LLC (MIAMI FL)
FL
06/09/2006 - 07/28/2009
MML INVESTORS SERVICES, INC. (MIAMI FL)
NY
03/10/1998 - 01/02/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/10/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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