Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Harkins-dube is a financial advisor who has been in the industry since May 2018. Natasha is currently registered with TD Private Client Wealth LLC and has worked for various firms including Citizens Securities, Inc. and Charles Schwab & Co., Inc. Natasha holds Series 6, 7, 63 and 65 licenses and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Natasha also provides educational seminars and publishes periodicals related to financial services. Natasha is licensed in several states including Florida, Massachusetts, New Hampshire and New York.
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.
A percentage of the total value of assets under management is charged.
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MA
01/03/2025 - Present
TD Private Client Wealth LLC (ANDOVER MA)
MA
05/30/2018 - 04/04/2022
CITIZENS SECURITIES, INC. (SOMERVILLE MA)
IA
Issued 08/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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