Nathalie Joy Batac (CRD# 7389242) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burlingame, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | San Mateo, CA | Jun 2021 - Current | 2 |
| Luxottica Retail Group | San Mateo, CA | Jan 2020 - Apr 2021 | 1 |
| Jp Morgan Chase Bank | San Mateo, CA | Apr 2019 - Sep 2020 | 1 |
| De La Salle University | Metro Manila, | Nov 2018 - Apr 2019 | < 1 |
| Multinational Investment Bancorporation | Makati, | Oct 2018 - Nov 2018 | < 1 |
| De La Salle University | Metro Manila, | Oct 2016 - Nov 2018 | 2 |
| Forever 21 | San Mateo, CA | Oct 2016 - Apr 2017 | < 1 |
| De La Salle University | Metro Manila, | Feb 2015 - Apr 2017 | 2 |
| Starbucks Coffee Corporation | Muntinlupa City, | Feb 2015 - Jul 2015 | < 1 |
| De La Salle University | Metro Manila, | May 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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