Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nataliya? Claim Your ProfileNataliya Zook is a financial advisor at Savant Wealth Management. Nataliya has been in the financial industry since 2017 and has experience working with clients in both Delaware and Illinois. Nataliya is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, Series 63, and Series 65 licenses. Nataliya specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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DE
07/25/2023 - Present
Savant Wealth Management (Dover DE)
DE
04/13/2017 - 07/21/2017
CITIZENS SECURITIES, INC. (DOVER DE)
IA
Issued 11/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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