Natalie Chaves (CRD# 6272803) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Denver, CO and has over 9 years of experience in the finance industry. Natalie Chaves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Denver, CO | Jul 2021 - Current | 2 |
| Charles Schwab Bank Ssb | Denver, CO | Jul 2021 - Current | 2 |
| Facet Wealth | Denver, CO | Mar 2020 - Jun 2021 | 1 |
| Charles Schwab & Company, Inc. | Orlando, FL | Mar 2017 - Mar 2020 | 3 |
| Schwab Private Client Investment Advisor Inc. | Orlando, FL | Mar 2017 - Jan 2018 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2017 | 2 |
| Morgan Stanley | Orlando, FL | Feb 2014 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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
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