Natalia M. Mcclure
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Natalia Maldonado Mcclure, who also goes by Natalia Maldenado-camero, Natalia Maldonado, Natalia Maldonado-camero, Natalia Mcclure, was a registered financial professional .
Natalia is a previously registered financial professional and started their career in finance in 2013. Natalia had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 16, 2023 - September 10, 2024
FMB RETIREMENT SERVICES
August 14, 2023 - September 10, 2024
FMB WEALTH MANAGEMENT
February 20, 2018 - December 19, 2019
OSAIC WEALTH, INC.
June 3, 2013 - March 2, 2018
AVANTAX INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
FMB RETIREMENT SERVICES
CRD#: 164571 / SEC#: 801-76839
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FMB RETIREMENT SERVICES
CRD#: 164571 / SEC#: 801-76839
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 135,247,298 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
