Unclaimed
Natalia Poljak is a financial advisor with J.p. Morgan Institutional Investments Inc. Natalia has been in the industry since 2019. Natalia is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, SIE, and Series 63 licenses. Natalia has a background in securities trading and investment advising.
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.
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.
1
2
NY
04/23/2019 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
BC
Issued 05/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Natalia Poljak is the right advisor for you? Invested Better is here to help.