Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natali? Claim Your ProfileNatali Renee Flores is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Natali has been in the industry since August 2005. Natali holds a Series 66 license. Natali also serves as a Board Member for Lubbock Open Door, a non-profit charitable organization in Lubbock, TX. Natali provides portfolio management for individuals and businesses and offers other services such as performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
11/25/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LUBBOCK TX)
Active
Inactive
Not sure Natali Flores is the right advisor for you? Invested Better is here to help.
