Natalia Davis (CRD# 6992134) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sunny Isles, FL and has over 4 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Miami, FL | Jan 2021 - Current | 3 |
| Bank Of America N.a. | North Miami, FL | Jan 2021 - Current | 3 |
| Equitable Advisors, LLC | New York, NY | Aug 2018 - Dec 2020 | 2 |
| Axa Advisors, LLC | New York, NY | Aug 2018 - Jun 2020 | 1 |
| Unemployed | Fort Lauderdale, FL | Jul 2018 - Aug 2018 | < 1 |
| Zuma Restaurant | Miami, FL | Jan 2018 - Jul 2018 | < 1 |
| Unemployed | Fort Lauderdale, FL | Jun 2017 - Jan 2018 | < 1 |
| Bankers Life | Plantation, FL | Jan 2017 - Jun 2017 | < 1 |
| Unemployed | Maimi, FL | Nov 2014 - Jan 2017 | 2 |
| Self Employed | Beijing, | Jan 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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