Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Portocarrero is an investment advisor representative with Charles Schwab & CO., Inc. Natalia has been in the industry since 2020. Her work history includes Portfolio Resources Group, Inc. in Miami, FL. Natalia holds the Series 7TO and SIE licenses as well as the Series 66 license. Natalia is registered with the state of Florida to provide investment advisory services. Natalia specializes in helping clients with 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
07/23/2021 - Present
Charles Schwab & CO., Inc. (Plantation FL)
FL
11/20/2020 - 06/07/2021
PORTFOLIO RESOURCES GROUP, INC. (MIAMI FL)
BOTH
Issued 05/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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