Unclaimed
Natasha Verbsky is an investment advisor representative registered with Cetera Investment Advisers LLC. Natasha is a seasoned professional with over 23 years of experience in the financial services industry. With a proven track record of success, she focuses on providing tailored financial planning and investment management services to a diverse clientele, including high-net-worth individuals, families, and businesses. Natasha's expertise encompasses a wide range of financial needs, such as retirement planning, college savings, estate planning, and insurance. She is dedicated to building long-term relationships with her clients, understanding their unique goals, and providing them with personalized advice to help them achieve their financial aspirations.
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 08/12/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Natasha Verbsky is the right advisor for you? Invested Better is here to help.