Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Mihaylov is a financial advisor with Wells Fargo Clearing Services, LLC. Natasha has been in the financial services industry since December 2007. Natasha is registered with FINRA and holds Series 6, 7, 63, and 66 licenses. Natasha is also registered as an Investment Advisor Representative (IAR) in Nevada and Texas. Natasha has experience working with clients in a variety of capacities, including providing financial planning, portfolio management, and investment consulting services. Natasha is committed to helping her clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
NV
05/31/2024 - Present
Wells Fargo Clearing Services, LLC (RENO NV)
NV
11/30/2018 - 06/10/2024
MORGAN STANLEY (Reno NV)
NV
01/03/2011 - 12/05/2018
WELLS FARGO CLEARING SERVICES, LLC (RENO NV)
NV
07/26/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RENO NV)
NV
10/10/2007 - 05/13/2010
WELLS FARGO ADVISORS, LLC (RENO NV)
BOTH
Issued 08/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Natasha Mihaylov is the right advisor for you? Invested Better is here to help.
