Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Larue Udink is a registered representative with Morgan Stanley. Natasha is a seasoned financial professional with a broad range of experience in the industry. Natasha is also a registered investment advisor representative in both Texas and Utah. She holds multiple securities licenses, including Series 4, 7TO, 9, 10, 63, and 65. Natasha is dedicated to providing clients with personalized financial guidance and investment solutions tailored to their individual needs and goals. Prior to joining Morgan Stanley, Natasha worked for E*TRADE Securities LLC.
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
UT
10/19/2023 - Present
Morgan Stanley (Sandy UT)
UT
09/19/2019 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 10/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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