Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natasha? Claim Your ProfileNatasha Escareno is a financial advisor with LPL Financial LLC, a large firm headquartered in Fort Mill, South Carolina. Natasha has been in the financial services industry since 2005 and holds several licenses and certifications, including the Series 6, 7, 63, and 66 exams. Natasha's current office is located in Cupertino, CA. Natasha has a strong track record of working with a diverse clientele, including high-net-worth individuals, corporations, and pension plans. Natasha specializes in financial planning, portfolio management, and consulting 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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
07/06/2022 - Present
LPL Financial LLC (CUPERTINO CA)
CA
09/17/2020 - 05/11/2022
CETERA INVESTMENT SERVICES LLC (SAN JOSE CA)
CA
06/25/2012 - 09/04/2020
WELLS FARGO CLEARING SERVICES, LLC (SUNNYVALE CA)
CA
09/23/2009 - 05/14/2012
CHASE INVESTMENT SERVICES CORP. (LOS GATOS CA)
CA
09/09/2008 - 04/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN JOSE CA)
CA
11/28/2007 - 09/15/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (MENLO PARK CA)
CA
02/01/2007 - 11/26/2007
WACHOVIA SECURITIES, LLC (PALO ALTO CA)
CA
08/16/2005 - 02/01/2007
ATLAS SECURITIES, LLC (PALO ALTO CA)
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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