Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Amato is a financial advisor who has been in the industry for over 10 years. Natalia is currently registered with EP Wealth Advisors in Torrance, California. Natalia has held previous registrations with Cetera Advisor Networks LLC, Cetera Investment Services LLC, Niagara International Capital Limited, and Raymond James Financial Services, Inc. Natalia is a Series 66, Series 7TO, SIE and Series 7 licensed professional. Natalia specializes in retirement planning, financial planning, and portfolio management.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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CA
10/18/2020 - Present
EP Wealth Advisors (TORRANCE CA)
CA
09/27/2018 - 08/21/2020
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
09/27/2018 - 08/21/2020
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
09/07/2016 - 11/04/2016
NIAGARA INTERNATIONAL CAPITAL LIMITED (Beverly Hills CA)
CA
12/19/2012 - 08/18/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
BOTH
Issued 04/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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