Natalia Koritskaya, financial advisor San Mateo CA
88 score

Natalia Koritskaya

CRD Number: 6385592
Current Firm: Ameriprise Financial Services, Inc.

Natalia Koritskaya (CRD# 6385592) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in San Mateo, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial Appleton, WI Feb 2015 - Current 1
Thrivent Investment Management Inc. San Mateo, CA Sep 2014 - Current 2
Thrivent Financial Appleton, WI Nov 2014 - Feb 2015 < 1
Uc Berkeley Extension San Francisco, CA Jun 2012 - Aug 2014 2
Citibank Na San Francisco, CA Dec 2011 - Aug 2013 1
Skyline College San Bruno, CA Aug 2010 - Aug 2012 2
Alfa Bank Moscow, CA Dec 2009 - Aug 2010 < 1
Unemployed San Francisco, CA Aug 2009 - Dec 2009 < 1
Emg Moscow, CA Oct 2006 - Jul 2009 2
Ellanta Moscow, CA Aug 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Natalia Koritskaya
Phone Number: 612-671-3131
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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