Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natacha? Claim Your ProfileNatacha Tania Smith is a financial advisor registered with LPL Financial LLC. Natacha has been in the financial services industry since 2005. Natacha has a Series 63 and Series 65 licenses. Natacha is also registered in Arizona, California, Florida, Kansas, Maryland, Nevada, New Jersey, New York, Oregon, and Pennsylvania. In the past, Natacha has been employed by 1ST GLOBAL CAPITAL CORP., DAVID LERNER ASSOCIATES, INC., and DINOSAUR SECURITIES, L.L.C.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/03/2019 - Present
LPL Financial LLC (FLEMINGTON NJ)
NJ
03/06/2018 - 12/31/2018
1ST GLOBAL CAPITAL CORP. (CHESTER NJ)
NJ
08/26/2011 - 03/12/2018
LPL FINANCIAL LLC (FLEMINGTON NJ)
NY
08/02/2011 - 09/28/2011
DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)
NJ
08/17/2005 - 08/11/2011
DAVID LERNER ASSOCIATES, INC. (PRINCETON NJ)
IA
Issued 12/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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