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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Kalas is a financial advisor at Morgan Stanley. Natasha has over 15 years of experience in the financial services industry. Natasha has a Series 7, Series 31, Series 66, and SIE license. Natasha is also a Certified Financial Planner. Natasha specializes in providing financial advice to individuals, families, and businesses. Natasha has a deep understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
06/23/2022 - Present
Morgan Stanley (Pepper Pike OH)
OH
05/24/2019 - 02/14/2020
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
OH
11/03/2014 - 05/20/2019
ROBERT W. BAIRD & CO. INCORPORATED (AKRON OH)
OH
06/01/2009 - 11/06/2014
MORGAN STANLEY (CLEVELAND OH)
OH
07/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
BOTH
Issued 09/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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