Natasha Palmatier is a CFP-designated registered investment advisor, based in Carefree, AZ, with 13 years of industry experience.
Location
36600 N Pima Rd, Suite 2600, Carefree, AZ, 85377
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Natasha is the owner/proprietor of SWM Capital LLC, a commercial real estate business, since 2022. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2020 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2020 - Present · 5 yrs 9 mos
Previous Registrations
Edward Jones
August 2012 - October 2020 · 8 yrs 2 mos
Edward JonesBroker
July 2012 - October 2020 · 8 yrs 3 mos
State Registrations27 states
ALARAZCACOFLIAIDILINMIMNMONCNJNMNVOHORPARISDTXUTVAWAWI
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.