Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Amethyst Wilbur is a financial advisor with LPL Financial LLC. Natasha has been in the financial services industry since 2003 and has experience in both investment advisory and brokerage services. Natasha is a Certified Financial Planner and Chartered Financial Consultant and holds FINRA Series 7, 24, and 66 securities licenses. Natasha is registered to offer investment advice in 24 states. Natasha also has previous experience with M&T Securities, Inc. and PRUCO 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.
Consulting and other non-discretionary advisory services
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
NY
06/09/2021 - Present
LPL Financial LLC (SYRACUSE NY)
NY
11/29/2004 - 06/09/2021
M&T SECURITIES, INC. (EAST SYRACUSE NY)
NJ
09/10/2003 - 11/29/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 09/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Natasha Wilbur is the right advisor for you? Invested Better is here to help.
