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Natascha B

Series 63, Series 65

Boca Raton, FL

MissionSquare Retirement

Natascha Barone is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Icma Rc since 2017 and previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2016. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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