Unclaimed
Natasa Friedland is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Natasa has been in the industry since 1998 and is licensed to provide investment advice and securities services in New Hampshire. Natasa is a seasoned professional with a diverse background in the financial services industry. Her experience includes working with Ameriprise Financial Services, Inc., Banc of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Natasa specializes in providing investment advice and portfolio management services to individuals, corporations, and other businesses. She is also experienced in pension consulting and portfolio management for businesses and individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NH
09/25/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Bedford NH)
NH
06/11/2009 - 09/09/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)
NH
01/03/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
NY
12/08/1999 - 12/09/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
03/31/1998 - 12/31/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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