Unclaimed
Natasha Verbsky is a financial advisor who has been in the industry since 1999. Natasha is currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Natasha has previously worked with Girard Securities, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Natasha is a registered representative and investment advisor representative in Texas. Natasha has passed the Series 7, Series 66, and SIE exams. Natasha's experience and expertise provide valuable insight into financial planning and wealth management.
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.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (MCKINNEY TX)
TX
03/12/2009 - 11/01/2017
GIRARD SECURITIES, INC. (MCKINNEY TX)
TX
06/08/1999 - 03/16/2009
AXA ADVISORS, LLC (MCKINNEY TX)
NY
06/08/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 8/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/7/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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