Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Yvonne Yaksick is a financial advisor who has been active in the industry since June 1988. Natalie is currently registered with LPL Financial LLC, with a branch office located in Greensburg, Pennsylvania. Natalie has experience working with various financial institutions, including Cetera Investment Services LLC, LPL Financial LLC, CCO Investment Services Corp., NatCity Investments, Inc., NatCity Insurance Services, Inc., Liberty Securities Corporation, Independent Financial Securities, Inc., PNC Brokerage Corp, Linsco/Private Ledger Corp., John Nuveen & Co., Incorporated, Dean Witter Reynolds Inc., and Legg Mason Wood Walker, Incorporated. Natalie holds Series 7, 63, 24, 65, 72, 6TO, and SIE licenses and has expertise in various financial areas. Natalie specializes in providing services to individuals, corporations, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
08/04/2022 - Present
LPL Financial LLC (GREENSBURG PA)
PA
02/12/2014 - 08/30/2022
CETERA INVESTMENT SERVICES LLC (SOMERSET PA)
PA
11/20/2013 - 02/13/2014
LPL FINANCIAL LLC (GREENSBURG PA)
PA
08/27/2007 - 11/05/2013
CCO INVESTMENT SERVICES CORP. (MONESSEN PA)
PA
02/03/1998 - 08/06/2007
NATCITY INVESTMENTS, INC. (GREENSBURG PA)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/14/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
PA
02/24/1994 - 02/04/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
SC
01/03/1994 - 01/21/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
10/16/1992 - 12/31/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
11/08/1991 - 09/30/1992
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
NY
05/04/1989 - 09/06/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/25/1987 - 03/20/1989
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 11/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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