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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Buniatyan is a financial advisor with over 15 years of experience in the industry. Natalie has a wide range of experience, having worked at firms such as Chase Investment Services Corp., WAMU Investments, Inc., and Citigroup Global Markets Inc., before joining Morgan Stanley in 2011. Natalie is licensed in 53 states and is registered to provide both broker-dealer and investment advisor services. Natalie holds several securities licenses, including Series 3, 7, 9, 10, and 66. Natalie is a dedicated financial advisor with a commitment to providing clients with personalized and comprehensive financial planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (SAN FRANCISCO CA)
CA
05/02/2009 - 03/08/2011
CHASE INVESTMENT SERVICES CORP. (CANOGA PARK CA)
CA
09/09/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (STUDIO CITY CA)
CA
06/27/2007 - 08/25/2008
CITIGROUP GLOBAL MARKETS INC. (WOODLAND HILLS CA)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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