Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalya? Claim Your ProfileNatalya Alexei is a financial advisor with SVB Wealth, located in San Francisco, California. Natalya has over 8 years of experience in the financial industry and has a Series 7, Series 66, and SIE license. Natalya's previous experience includes roles at SVB Investment Services Inc., Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc. Natalya specializes in providing financial planning, portfolio management, and wealth planning services to high-net-worth individuals, corporations, 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.
Planned giving, family office, wealth planning
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.
1
2
CA
05/22/2024 - Present
SVB Wealth (San Francisco CA)
CA
12/14/2022 - 12/31/2023
SVB INVESTMENT SERVICES INC. (San Francisco CA)
MO
10/05/2021 - 11/01/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
CA
02/06/2015 - 01/28/2016
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BOTH
Issued 07/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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