Unclaimed
Natasha Alana Miller is an active investment advisor representative with U.S. Bancorp Investments, Inc., registered in California and Texas. Natasha has been in the financial services industry since July 2002, and has experience working with a variety of firms including Morgan Stanley DW Inc., Scudder Investor Services, Inc., and Linsco/Private Ledger Corp.. Natasha is currently licensed to provide investment advice in California and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
02/05/2025 - Present
U.s. Bancorp Investments, Inc. (Burbank CA)
CA
03/22/2018 - 09/09/2021
BANCWEST INVESTMENT SERVICES, INC. (SIERRA MADRE CA)
VA
04/14/2015 - 08/18/2017
M&T SECURITIES, INC. (VIENNA VA)
VA
11/06/2013 - 10/02/2014
SUNTRUST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
NJ
02/01/2007 - 09/16/2008
WACHOVIA SECURITIES, LLC (LANOKA HARBOR NJ)
NJ
11/13/2006 - 02/01/2007
ATLAS SECURITIES, LLC (FORT LEE NJ)
CA
10/29/2003 - 08/07/2006
ATLAS SECURITIES, INC. (VENTURA CA)
NY
04/14/2000 - 10/01/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/01/1998 - 02/28/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
SC
09/23/1996 - 10/06/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
06/10/1994 - 08/05/1996
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 08/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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