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Nataliya Belire

Navy Federal Investment Services, LLC

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About Nataliya Belire

Nataliya Belire is a financial advisor with Navy Federal Investment Services, LLC. Nataliya Belire has worked in the financial industry since 2014 and holds Series 6, 7TO, 24, 63, 99TO and SIE licenses. Nataliya Belire is located in Vienna, Virginia and has been with Navy Federal Investment Services, LLC since June 28, 2019. Previously Nataliya Belire was with NAVY FEDERAL BROKERAGE SERVICES, LLC in Alexandria, Virginia. Nataliya Belire specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

Firm Information

Nataliya Belire is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nataliya Belire’s Registration & Firm History

VA

06/28/2019 - Present

Navy Federal Investment Services, LLC (Vienna VA)

VA

06/10/2014 - 04/07/2017

NAVY FEDERAL BROKERAGE SERVICES, LLC (Alexandria VA)

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Licenses & Designations

BC

Issued 07/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 06/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nataliya Belire.
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