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Natalia Urbanek

Alps Distributors, Inc.

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About Natalia Urbanek

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.

Firm Information

Natalia Urbanek is currently registered with Alps Distributors, Inc.. Alps Distributors, Inc. is a Corporation that was formed on July 1, 1985. It is registered in 53 states and is also approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Natalia Urbanek’s Registration & Firm History

CA

10/26/2016 - Present

Alps Distributors, Inc. (Larkspur CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalia Urbanek.
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