linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Yousef S Naga

Natixis Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Yousef? Claim Your Profile

About Yousef S Naga

Yousef Naga is a registered Investment Advisor Representative with Natixis Advisors, LLC. Yousef has been in the financial industry since October 12, 2015 and has been with Natixis Advisors, LLC since June 28, 2018. Yousef holds the Series 6, 7, and 63 licenses. Yousef is also a registered Investment Adviser Representative with a Series 65 license. Yousef provides investment advice to a variety of clients, including individuals, businesses, investment companies, and charitable organizations. Prior to Natixis Advisors, LLC, Yousef worked with Pruco Securities LLC.

Firm Information

Yousef Naga is currently registered with Natixis Advisors, LLC. Natixis Advisors, LLC is a Boston, MA-based investment advisor with over $63.77 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They also offer overlay portfolio management and model research as an additional service. Natixis Advisors serves a diverse range of clients, including individuals, corporations, investment companies, charitable organizations, pension plans, and government entities.
Natixis Advisors, LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$63.77B

Assets Under Management

21

Total Clients

56

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

overlay portfolio management and model research provider.

Overlay portfolio management and model research provider.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of wrap sponsor fees.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Yousef Naga’s Registration & Firm History

MA

06/28/2018 - Present

Natixis Advisors, LLC (BOSTON MA)

RI

10/01/2015 - 05/25/2018

PRUCO SECURITIES, LLC. (WARWICK RI)

Not sure if Yousef S Naga is right for you?

Licenses & Designations

IA

Issued 11/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yousef S Naga.
Not sure if Yousef S Naga is right for you?