Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Rose Taylor is a registered representative and investment advisor representative who has been in the financial services industry since 2015. Natalie is a registered representative of UBS Financial Services Inc. She holds the Series 63, Series 65, Series 7TO and SIE licenses. Natalie has been a registered representative of UBS Financial Services Inc. since December 2022. Previously, Natalie worked for First Republic Securities Company, LLC from November 2021 to December 2022 and First Republic Investment Management, Inc. from April 2021 to December 2022. Natalie has worked with various clients, including individuals, high-net-worth individuals, corporations, businesses, investment companies, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Natalie's services include financial planning, portfolio management, and educational seminars.
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
OR
12/15/2022 - Present
UBS Financial Services Inc. (PORTLAND OR)
OR
11/22/2021 - 12/05/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (PORTLAND OR)
BC
Issued 12/22/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2019
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 Taylor is the right advisor for you? Invested Better is here to help.
