Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Quirarte is a financial advisor with Allworth Financial, LP, located in Folsom, CA. Natalie has been working in the financial services industry since 1993. Natalie specializes in providing financial advice and planning services to individuals, families, businesses, and charitable organizations. Natalie is a Certified Financial Planner™ professional. Natalie is registered with the state of California as an investment advisor representative.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Allworth Financial, LP (FOLSOM CA)
CA
10/30/2015 - 06/23/2016
M. S. HOWELLS & CO. (SOLANA BEACH CA)
CA
02/07/2008 - 11/04/2015
NYLIFE SECURITIES LLC (SAN DIEGO CA)
CA
10/01/2001 - 12/31/2007
LASALLE ST SECURITIES, L.L.C. (VISTA CA)
MO
02/26/1999 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
MA
12/02/1998 - 02/10/1999
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
CA
02/26/1993 - 12/01/1998
TORREY PINES SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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