Unclaimed
Natalia Urbanek is a financial professional with over 6 years of experience in the industry. Natalia is currently registered with Alps Distributors, Inc. and holds the Series 6, Series 7, and Series 63 licenses. Natalia is registered in 53 states and is dedicated to providing her clients with comprehensive financial advice.
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
CA
10/26/2016 - Present
Alps Distributors, Inc. (Larkspur CA)
BC
Issued 12/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Natalia Urbanek is the right advisor for you? Invested Better is here to help.