Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Rivosecchi is a financial advisor currently registered with Schwab Wealth Advisory, Inc. Natalie has been in the financial services industry since 2010. Natalie also owns HF Management LLC, a real estate and property management company. Natalie is registered to provide investment advice in 53 states. Natalie obtained her Series 66 license in 2010 and her Series 7 and SIE licenses in 2010 and 2018, respectively. Natalie obtained her Series 9 and Series 10 licenses in 2022. Natalie holds the Certified Financial Planner designation.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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AZ
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
AZ
08/12/2010 - 10/29/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 9/1/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/5/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/8/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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