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Natalie M. Kassenyeva

NATALIE M. KASSENYEVA
Houston, TX
Some features on this profile are disabled
CRD#: 4542812
NK

Professional summary

Natalie Michelle Kassenyeva, who also goes by Natalie M. Kassenyeva, Natalya Mixaylovna Kassenyeva, is a registered financial advisor currently at NATALIE M. KASSENYEVA located in Houston, Texas.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Natalie has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Natalie M. Kassenyeva | Natalya Mixaylovna Kassenyeva

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.MS. KASSENYEVA IS FULLY EMPLOYED BY BW ENERGY AS ATREASURY MANAGER AND IS RESPONCIBLE FOR CASH AND BANK ACCOUNT MNANAGEMENT. 2. MS. KASSENYEVA JOINED A GROUP OF PROFESSIONAL INSTRUCTORS TO TEACH PREPARATORY CLASSES FOR CHARTERED FINANCIAL ANALYST EXAM IN 2023. THESE CLASSES ARE ADMINISTERED BY RICE UNIVERSITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Michelle Kassenyeva's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 2, 2015 - Present

NATALIE M. KASSENYEVA

RIA
CRD#: 158740
Houston, TX
Past

April 19, 2013 - December 31, 2014

NATALIE M. KASSENYEVA

RIA
CRD#: 158740
HOUSTON, TX
Past

May 29, 2002 - August 20, 2009

PAUL COMSTOCK PARTNERS

RIA
CRD#: 105335
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/2/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 8/16/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/23/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/29/2001
General Securities Representative Examination

Current Firm

NM
NATALIE M. KASSENYEVA
KASSENYEVA, NATALYA M. | NATALIE M. KASSENYEVA

CRD#: 158740 / SEC#:

Texas
Registered Investment Advisory firm - (2/2/2015 Approved)
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Contact information

Main Address
Houston, TX
Mailing Address
Phone number
(713) 784-2043
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

NATALIE M. KASSENYEVA

CRD#: 158740Houston, TX

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