Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Ochoa-sierra is an investment advisor representative with Alliancebernstein LP, a firm with more than $50 billion in assets under management. Natalia Ochoa-sierra has been active in the financial services industry since 2017 and has experience at various firms, including CITI PRIVATE ALTERNATIVES, LLC, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Natalia Ochoa-sierra holds both Series 7TO and Series 66 licenses. At Alliancebernstein LP, Natalia Ochoa-sierra offers various financial planning and portfolio management services for individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
03/19/2024 - Present
Alliancebernstein LP (Miami FL)
TX
03/03/2022 - 12/21/2023
CITI PRIVATE ALTERNATIVES, LLC (Houston TX)
TX
03/03/2022 - 12/21/2023
CITIGROUP GLOBAL MARKETS INC. (Houston TX)
NY
10/27/2020 - 12/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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