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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 Makshanov is a financial advisor with over 15 years of experience in the financial services industry. Natalie has worked at several reputable firms, including Lehman Brothers Inc., Barclays Capital Inc., and currently at Morgan Stanley. Natalie has a wide range of experience and expertise, having worked in a variety of roles at these firms. Natalie is a licensed securities agent and holds several industry certifications including Series 7, 24, 55, 63, and SIE. Natalie is committed to providing her clients with personalized financial advice and guidance to help 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.
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
NY
08/27/2019 - Present
Morgan Stanley (New York NY)
NY
09/22/2008 - 12/15/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/21/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/21/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/20/2004
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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