Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathalie? Claim Your ProfileNathalie Christiane Marshik is a financial professional who has been active in the industry since February 14, 2016. Nathalie is currently registered with HSBC Securities (USA) Inc. and has been with the firm since April 1, 2024. Prior to this, Nathalie was registered with BNP Paribas Securities Corp., Stifel, Nicolaus & Company, Incorporated, and Oppenheimer & Co. Inc.. Nathalie's areas of expertise include providing asset allocation recommendations and selecting other advisors. Nathalie specializes in working with pooled investment vehicles and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/01/2024 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
11/28/2022 - 02/08/2024
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
09/24/2019 - 12/01/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
12/01/2015 - 08/30/2019
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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