Karen Natkin (CRD# 5189056) is an Investment Advisor Representative working at Moonstone Asset Management, Inc. in Northbrook, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sign It! Inc. | Northbrook, IL | Jan 2008 - Current | 16 |
| Nikoh Securities | Northbrook, IL | Nov 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
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Total Assets Under Management69MILLIONS
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Total Number of Accounts88ACCOUNTS
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Average Account Value$784,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
IL
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