Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Tchetchoulina is a financial advisor with over 10 years of experience in the industry. Natalia currently works with Cerity Partners LLC, a firm headquartered in New York, NY. Natalia is a registered Investment Advisor in New York and holds Series 63, Series 65, and Series 7 licenses. Her specializations include Retirement Planning, Estate Planning, College Savings Plans, Insurance & Annuities, and Investments.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/27/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
05/04/2010 - 07/27/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/04/2009 - 04/23/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/29/2007 - 09/25/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
01/15/2003 - 10/02/2006
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IA
Issued 08/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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