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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Jump is a financial advisor with LPL Financial LLC, located in DOWNERS GROVE, IL. Natalie has been in the industry since 2002. Natalie also holds registrations with 26 states and 2 Investment Advisor states, and holds licenses for Series 6, 7, 63, and 66. Natalie is also a licensed insurance agent and holds licenses for Variable Insurance and Non-Variable Insurance. Natalie has experience working with individuals, high-net-worth individuals, corporations, trusts, and pension plans.
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.
Consulting and other non-discretionary advisory services
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
IL
10/21/2019 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
10/20/2017 - 11/15/2019
SECURITIES AMERICA, INC. (NAPERVILLE IL)
FL
03/05/2013 - 10/26/2017
NATIONAL PLANNING CORPORATION (ST. PETERSBURG FL)
IL
07/30/2002 - 08/05/2010
NATIONAL PLANNING CORPORATION (NAPERVILE IL)
BOTH
Issued 03/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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