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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natanel? Claim Your ProfileNatanel Lipschitz is an Investment Advisor Representative at Cetera Investment Advisers LLC in NEW YORK, NY. Natanel has been in the industry since 2005 and has a broad range of experience working with high-net-worth individuals, pension and profit-sharing plans, and other businesses. Natanel has passed Series 6, 7, 63, and 65 exams. Prior to Cetera Investment Advisers LLC, Natanel worked at Walnut Street Securities, Inc. and NYLIFE Securities LLC.
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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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
07/01/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NEW YORK NY)
NY
07/22/2005 - 07/09/2013
NYLIFE SECURITIES LLC (NEW YORK NY)
IA
Issued 2/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 7/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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