Natalie Chaves, financial advisor Orlando FL
93 score

Natalie Chaves

CRD Number: 6272803
Current Firm: Charles Schwab & Company, Inc.

Natalie Chaves (CRD# 6272803) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 4 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.

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Professional Designations
Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Mar 2017 - Current 1
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
Charles Schwab Orlando, FL Nov 2013 - Jan 2014 < 1
Michael Kors Orlando, FL Jan 2012 - Nov 2013 1
Gilly Hicks Miami, FL Jan 2011 - Dec 2011 < 1
Davison Hotel Company- Hilton Gainesville, FL Jun 2010 - Dec 2010 < 1
University Of Florida / Santa Fe College Gainesville, FL Aug 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Natalie Chaves
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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