Natasha Harkins-Dube, financial advisor Burlington MA

Natasha Harkins-Dube

CRD Number: 6935993
Current Firm: Charles Schwab & Company, Inc.

Natasha Harkins-Dube (CRD# 6935993) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Burlington, MA and has over 6 years of experience in the finance industry.

Similar Advisors
Marcus Miller, financial advisor Burlington MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Jamie Upson, financial advisor Burlington MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Similar Advisors
Nancy Aadalen, financial advisor Burlington MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Charles Schwab & Company, Inc. Burlington, MA Apr 2022 - Current 2
Charles Schwab Bank, Ssb Burlington, MA Apr 2022 - Current 2
Citizens Securities, Inc. Somerville, MA Jun 2021 - Apr 2022 < 1
Citizens Bank, National Association Medford, MA Mar 2017 - Sep 2021 4
Citizens Securities, Inc. Canton, MA Jul 2020 - Jun 2021 < 1
Citizens Bank Medford, MA Jul 2020 - Jun 2021 < 1
Citizens Securities, Inc. Medford, MA Apr 2018 - Jul 2020 2
Joe's Bar And Grill Boston, MA Oct 2016 - Feb 2017 < 1
Boston University Boston, MA Jun 2016 - Jan 2017 < 1
Northshore Community College Danvers, MA Jun 2013 - May 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S65 NASAA Investment Advisors Law Examination Aug 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Natasha Harkins-Dube
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.