Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Amanda Ross is a registered representative and investment advisor representative with Planmember Securities Corp. Natalie Amanda Ross is located in CARPINTERIA, California and has been in the industry since March 29, 2015. Natalie Amanda Ross has passed the Series 6, 7, and 63 examinations and the Securities Industry Essentials Examination. Natalie Amanda Ross also passed the Uniform Investment Adviser Law Examination. Prior to working with Planmember Securities Corp, Natalie Amanda Ross was employed by J.P. MORGAN SECURITIES LLC. In addition to working as a financial advisor, Natalie Amanda Ross works as a group fitness instructor, spin instructor, model, and independent associate for a company that sells CBD products.
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.
Provides investment supervisory 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.
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2
CA
06/25/2018 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
07/05/2016 - 05/09/2017
J.P. MORGAN SECURITIES LLC (SANTA BARBARA CA)
CA
02/10/2015 - 05/26/2016
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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