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Natasha Lynn Steadman

James I. Black & Co.

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About Natasha Lynn Steadman

Natasha Steadman is a registered representative with James I. Black & Co. and has been in the industry since June 2008. Natasha holds several industry licenses including Series 4, 7, 11, 24, 27, 53 and 99TO, and is a licensed investment advisor in Florida. Natasha specializes in Financial Planning and Portfolio Management for Individuals.

Firm Information

Natasha Steadman is currently registered with James I. Black & Co.. James I. Black & Co. is a Florida-based corporation that has been in operation since 1964. They offer financial planning and portfolio management services to individuals, including high-net-worth individuals, and have over 130 clients. The firm is registered with the SEC and in four states, and is currently operating under an approved status.
James I. Black & Co.

311 SOUTH FLORIDA AVENUE

LAKELAND, FL 33801

$142.58M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiable

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Natasha Steadman’s Registration & Firm History

FL

06/13/2008 - Present

James I. Black & Co. (LAKELAND FL)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/09/2010

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/10/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/02/2009

Series 4 - Registered Options Principal Examination

BC

Issued 04/02/2008

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/12/2008

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natasha Lynn Steadman.
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