Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Rufino da silva is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Natasha has been in the industry since 2019 and is registered with 43 states and the District of Columbia. Natasha is a Series 66, Series 7TO and SIE exam holder. Natasha's professional experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Madison Metropalitan School District, Wisconsin Aviation, Freelance Communications, 5100 Bar and Grill, Surya Cafe and Oliver Language Center. Natasha is also the sole proprietor of Herbalized Organics LLC, a company that sells natural and organic products for cosmetic purposes.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SARASOTA FL)
BOTH
Issued 03/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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