ADVISOR BIO

Nataliia Romriell is a registered investment advisor representative with U.S. Bancorp Investments, Inc. in Newport Beach, California. Nataliia has been in the securities industry since June 2016. Nataliia is licensed to provide investment advice in California. Nataliia's previous experience includes roles with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS LLC. Nataliia holds the Series 6, 7, 63, and 65 securities licenses. U.S. Bancorp Investments, Inc. is a large firm with over $15 billion in assets under management and over 60,000 clients. The firm provides investment advice and portfolio management for individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Nataliya Chernopiski is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the industry for over 10 years. Nataliya has a Series 7, Series 63 and SIE license. Nataliya is registered to provide investment advice in 38 states and has been with Wells Fargo Advisors, LLC since December 2012. Nataliya specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients.

SPECIALIZATIONS

ADVISOR BIO

Nataliya Kalinyuk is an investment advisor representative with Edward Jones. She is licensed in California and has been in the industry since August 2008. Nataliya has passed the Series 66, Series 7TO, and SIE exams. Nataliya currently works out of the Auburn, CA office.

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ADVISOR BIO

Natallia Parsons-hrebneva is a financial advisor with Fidelity Personal And Workplace Advisors in SACRAMENTO, CA. Natallia has been in the financial services industry since 2012. Natallia is a Certified Financial Planner and a Chartered Financial Analyst. Natallia is registered with FINRA and the State of California. Natallia also holds a Series 7, Series 63 and SIE license. Natallia specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.

SPECIALIZATIONS

ADVISOR BIO

Nataly Brito is a financial advisor with over 13 years of experience in the financial services industry. Nataly is currently registered with J.p. Morgan Securities LLC in Whittier, CA and Downey, CA. Nataly has held previous roles with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and WAMU INVESTMENTS, INC. Nataly holds Series 6, 7, 63, and 66 licenses and has a track record of providing comprehensive financial advice to individuals, families, and businesses. Nataly specializes in investment management, financial planning, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Natalya Tumanyan is a financial advisor with UBS Financial Services Inc. based in Pasadena, California. Natalya has been working in the financial services industry since 2009, and has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. She has a wide range of professional credentials, including the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Natalya specializes in providing financial planning, portfolio management, and investment advisory services. Her previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Scottrade, Inc., both in Pasadena, California.

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ADVISOR BIO

Natalya Fikhman is a financial advisor registered with Morgan Stanley since June 2009. Natalya previously worked for several other financial firms including MORGAN STANLEY & CO. INCORPORATED, CITIGROUP GLOBAL MARKETS INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC. and S. L. REED & COMPANY. Natalya has been in the financial industry since May 2002. Natalya's current location is in Sherman Oaks, CA, and Natalya is also licensed in several other states.

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ADVISOR BIO

Natalya Zernitskaya is a financial advisor with over 8 years of experience in the industry. Natalya is currently registered with Avantax Advisory Services, Cetera Investment Advisers LLC, and Avantax Planning Partners, Inc. in California. Natalya is a Series 66, 24, 7 and SIE licensed professional and specializes in providing financial planning and investment advice to individuals, businesses, and pension plans. Natalya is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Natalya Alexei is a financial advisor with SVB Wealth, located in San Francisco, California. Natalya has over 8 years of experience in the financial industry and has a Series 7, Series 66, and SIE license. Natalya's previous experience includes roles at SVB Investment Services Inc., Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc. Natalya specializes in providing financial planning, portfolio management, and wealth planning services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Natan Rozen is a financial advisor with Morgan Stanley. Natan is registered with FINRA as a General Securities Representative (Series 7), has a Uniform Securities Agent State Law Examination (Series 63), and passed the Uniform Combined State Law Examination (Series 66). Natan is also registered with the Securities Industry Essentials Examination (SIE). Natan joined Morgan Stanley in September 2019 and has been in the financial services industry since January 2005. Previously, Natan worked with Investment Placement Group.

SPECIALIZATIONS