Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Winkler is a financial professional with over 8 years of experience in the industry. Natalia has a strong background in investment banking, having worked at both Jefferies LLC and PricewaterhouseCoopers Corporate Finance LLC. Natalia is currently a registered representative at Evercore Group LLC. Natalia holds a variety of licenses, including Series 7, 79, 86, 87, and SIE. Natalia is also registered in multiple states across the United States.
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.
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2
CA
03/21/2024 - Present
Evercore Group LLC (SAN FRANCISCO CA)
CA
10/31/2018 - 04/01/2024
JEFFERIES LLC (SAN FRANCISCO CA)
CA
12/23/2015 - 11/08/2018
PRICEWATERHOUSECOOOPERS CORPORATE FINANCE LLC (San Francisco CA)
BC
Issued 10/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/18/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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