Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Jacobs is a financial advisor at UBS Financial Services Inc., located in New York, NY. Natalie has been in the financial services industry since January 28, 2023 and has passed both the Series 7TO and SIE exams. Natalie focuses on providing a range of financial services to individuals and businesses, including investment advisory, portfolio management, and financial planning. Natalie and UBS Financial Services Inc. are committed to providing their clients with personalized financial guidance and helping them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
NY
06/27/2024 - Present
UBS Financial Services Inc. (New York NY)
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Natalie Jacobs is the right advisor for you? Invested Better is here to help.
