Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Connelly has been in the financial services industry for 25 years. Natalie is a registered representative and investment advisor representative. Natalie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at VOYA FINANCIAL ADVISORS, INC., VOYA INVESTMENTS DISTRIBUTOR, LLC, NEW ENGLAND SECURITIES, and ADVEST, INC. Natalie's specializations include financial planning, portfolio management, retirement planning, and investment advice.
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
MA
03/03/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPRINGFIELD MA)
CT
09/05/2014 - 07/26/2016
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
04/19/2002 - 08/28/2014
VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
NY
07/24/2000 - 05/21/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
04/29/1996 - 10/27/2000
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 03/22/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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