Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Naylor is a financial advisor with Osaic Wealth, Inc. located in Austin, TX. Natalia has been in the financial services industry since 2003. Natalia has a Series 7, Series 66, Series 24, and Series 53 licenses. Natalia is a Certified Financial Planner. Natalia has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/03/2023 - Present
Osaic Wealth, Inc. (AUSTIN TX)
TX
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (AUSTIN TX)
TX
06/17/2005 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (AUSTIN TX)
OR
04/29/2004 - 06/08/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IN
03/11/2003 - 04/02/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/11/2003 - 04/02/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 08/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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