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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
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 |
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- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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