Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Titova is a financial advisor with Highpoint Planning Partners. Natasha has been in the industry since 2000 and holds the Series 6, 7, 63, 65 and 66 licenses. Natasha specializes in financial planning, portfolio management, and pension consulting. Natasha has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
IL
11/09/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
CA
01/09/2017 - 10/29/2020
LPL FINANCIAL LLC (LAGUNA NIGUEL CA)
CA
10/02/2014 - 01/18/2017
J.P. MORGAN SECURITIES LLC (IRVINE CA)
CA
12/15/2011 - 09/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
CA
03/21/2007 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (IRVINE CA)
MA
09/18/2001 - 03/24/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/02/2001 - 08/31/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MA
01/16/2001 - 08/21/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
03/08/2001 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
WI
02/24/2000 - 05/15/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/24/2000 - 05/15/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/24/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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