Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nataliya? Claim Your ProfileNataliya Orbite is a financial advisor who has been working in the industry since 2007. Nataliya is currently registered with Ameriprise Financial Services, LLC and is licensed in Massachusetts and New Hampshire. Nataliya has held previous positions at Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Wells Fargo Funds Distributor, LLC, Evergreen Investment Services, Inc. and Columbia Management Distributors, Inc.. Nataliya holds a Series 7, Series 24 and Series 63 license. Nataliya provides financial planning, asset allocation services, and portfolio management services to a range of clients including individuals, high-net-worth individuals, corporations and other businesses, trusts/estates, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MA
03/06/2018 - Present
Ameriprise Financial Services, LLC (ANDOVER MA)
MA
04/07/2017 - 03/06/2018
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
06/10/2011 - 10/05/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
MA
01/04/2010 - 01/03/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
NC
05/08/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
06/23/2005 - 04/26/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 02/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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