Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori T. Natale is a financial advisor registered with Wells Fargo Clearing Services, LLC. Lori Natale has been in the industry since August 1997. Lori Natale is also registered with the following states: New Jersey, New York and Pennsylvania. Lori Natale works in the ST. LOUIS, MO office of Wells Fargo Clearing Services, LLC. Lori Natale has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and other types of clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/23/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
04/27/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
NJ
07/23/1997 - 04/02/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 03/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 04/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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