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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalya? Claim Your ProfileNatalya Tumanyan is a financial advisor with UBS Financial Services Inc. based in Pasadena, California. Natalya has been working in the financial services industry since 2009, and has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. She has a wide range of professional credentials, including the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Natalya specializes in providing financial planning, portfolio management, and investment advisory services. Her previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Scottrade, Inc., both in Pasadena, California.
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
CA
10/17/2023 - Present
UBS Financial Services Inc. (PASADENA CA)
CA
01/22/2020 - 09/26/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
CA
05/21/2009 - 03/08/2018
SCOTTRADE, INC. (PASADENA CA)
BOTH
Issued 07/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative 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
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