Unclaimed
Gina M Natoli is an active broker-dealer in Wisconsin with a strong track record in the financial industry. Gina has over 20 years of experience serving clients and is currently registered with Northwestern Mutual Investment Services, LLC. Gina holds the Series 6, Series 63, and SIE licenses, and has a comprehensive understanding of investment products and services. Gina has been registered in twelve states, including California, Colorado, Florida, Illinois, New Mexico, New York, Ohio, Oregon, Utah, Virginia, and Wisconsin. Gina's approach to financial planning is tailored to the unique needs of each client.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
02/22/2002 - Present
Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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