Unclaimed
Natalia Rybak is an Investment Adviser Representative registered with Rockwood Wealth Management, LLC. Natalia is licensed in Pennsylvania and has been in the industry since 2022. Natalia has earned the Series 65 license and the SIE exam. Natalia has specialized experience in Asset Allocation, Portfolio Management, Retirement Planning and Financial Planning. Natalia focuses on providing investment advice to trusts, individuals, charitable organizations, and pension and profit-sharing plans.
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.
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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PA
01/26/2024 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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