Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Russell is a financial advisor with Wells Fargo Clearing Services, LLC. Natasha has been in the securities industry since June 1, 2014. Natasha is registered with the Securities and Exchange Commission and several states. Natasha holds Series 7, 6, and 66 securities licenses and is a registered investment advisor in Oregon. Natasha has experience working with individual investors, families, and businesses. Natasha provides financial planning and investment management services.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OR
01/08/2024 - Present
Wells Fargo Clearing Services, LLC (EUGENE OR)
OR
10/30/2013 - 08/03/2021
J.P. MORGAN SECURITIES LLC (EUGENE OR)
OR
05/11/2010 - 12/13/2010
CHASE INVESTMENT SERVICES CORP. (EUGENE OR)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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