Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Tyagi-gilbert is a financial advisor with UBS Financial Services Inc. Natasha has been a financial advisor for over 20 years and has experience working with clients in Arizona, California, Colorado, Florida, Hawaii, Maryland, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Natasha is a registered representative and investment advisor representative and holds the Series 7, Series 66 and SIE licenses. Natasha is a proprietor of a rental property and provides property management services. Natasha specializes in providing financial planning, portfolio management, pension consulting, educational seminars, security ratings, publication of periodicals, and selection of other advisors for individuals, businesses, and investment companies.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/01/2001 - Present
UBS Financial Services Inc. (WESTLAKE VILLAGE CA)
BOTH
Issued 09/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Natasha Tyagi-gilbert is the right advisor for you? Invested Better is here to help.
