Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Leininger is a financial advisor with over 35 years of experience in the industry. Natalie is a Certified Financial Planner™ professional and currently works with Osaic Wealth, Inc. Natalie previously worked at Securities America, Inc. and National Planning Corporation. Natalie provides financial planning, pension consulting, and educational seminars, and offers portfolio management for individuals and businesses.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (DISCOVERY BAY CA)
CA
11/03/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LIVERMORE CA)
CA
02/17/2009 - 11/10/2017
NATIONAL PLANNING CORPORATION (PLEASANTON CA)
CA
01/01/1994 - 03/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (CASTRO VALLEY CA)
NA
08/11/1993 - 01/01/1994
CYPRESS CAPITAL CORPORATION
AZ
11/19/1989 - 08/13/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/31/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/19/1987 - 08/23/1989
UR FINANCIAL, INC.
NA
12/03/1985 - 12/02/1986
CONSOLIDATED CAPITAL SECURITIES CORPORATION
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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