Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Pisaro is a financial advisor registered with Charles Schwab & Co., Inc. She has been in the financial services industry since 2014. Natalie holds the Series 66, Series 7, and SIE licenses. She is also a Certified Financial Planner. Natalie has worked for Morgan Stanley and Facet Wealth prior to her current role at Charles Schwab & Co., Inc. She is currently registered in 28 states and the District of Columbia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
07/29/2021 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
FL
03/31/2017 - 03/27/2020
CHARLES SCHWAB & CO., INC. (Orlando FL)
FL
03/28/2014 - 03/01/2017
MORGAN STANLEY (WINTER PARK FL)
BOTH
Issued 04/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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