Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Garcia is a registered representative with Robert W. Baird & Co. Inc., a firm with approximately $1 billion - $10 billion in assets under management. Natalie has been in the industry for several years and has a strong background in financial services. Natalie provides portfolio management services to individuals, businesses, and investment companies. Natalie is also a licensed bartender and has worked in the hospitality industry for many years. Natalie is committed to providing her clients with personalized financial advice and is passionate about 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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
WA
09/09/2024 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
BC
Issued 10/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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