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Boris Natyshak

15 Years of Experience
Toledo, OH
Broker

Boris Natyshak is a registered investment advisor at Usi Securities, INC., based in Toledo, OH, with 15 years of industry experience. Boris is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 163 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 N Saint Clair Street, 14th Floor, Toledo, OH, 43604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Boris works as a sports commentator for Buckeye Broadband. This activity requires minimal time annually and does not occur during trading hours.

Employment History
Current Registrations
Usi Securities, INC.
June 2018 - Present · 8 yrs 4 mos
Usi Securities, INC.Broker
June 2018 - Present · 8 yrs 4 mos
Usi Advisors
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Pentegra Investors, INC.
June 2015 - October 2016 · 1 yr 4 mos
Pentegra Distributors INC.Broker
June 2015 - October 2016 · 1 yr 4 mos
Obs Financial Services, INC.
June 2008 - January 2014 · 5 yrs 7 mos
New England SecuritiesBroker
June 1991 - October 1991 · 4 mos
State Registrations2 states
MIOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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