Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Portanova is a financial advisor who has been working in the industry since 2015. Natalie is currently registered with Conning Investment Products, Inc., and previously worked at CAREY FINANCIAL, LLC and BLACKSTONE ADVISORY PARTNERS L.P. Natalie has passed several exams, including the Series 7, Series 79, and Series 63 exams. Natalie is registered in nine states, including California, Connecticut, Illinois, Massachusetts, New Jersey, New York, Texas, Virginia, and Wisconsin. Natalie is a licensed investment advisor representative and provides portfolio management services for businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/17/2017 - Present
Conning Investment Products, Inc. (New York NY)
NY
07/07/2016 - 07/24/2017
CAREY FINANCIAL, LLC (NEW YORK NY)
NY
07/01/2013 - 08/07/2014
BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)
BC
Issued 08/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Natalie Portanova is the right advisor for you? Invested Better is here to help.
