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Natalie Ann Fernandez lee

Meridian Wealth Management, LLC

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About Natalie Ann Fernandez lee

Natalie Fernandez Lee is a financial advisor with Meridian Wealth Management, LLC. Natalie has been in the financial industry for over 20 years. Natalie holds Series 6, 7, 24, 63 and 65 licenses. Natalie works with clients from individuals to charities and small businesses. Natalie and her firm provide financial planning services, educational seminars, investment advisory services, and portfolio management.

Firm Information

Natalie Fernandez lee is currently registered with Meridian Wealth Management, LLC. Meridian Wealth Management, LLC is a Kentucky-based firm that manages over $2.9 billion in assets for individuals, families, and institutions. The firm specializes in financial planning, portfolio management, and pension consulting, offering personalized investment solutions tailored to each client's unique needs. Their team of experienced professionals provides a range of services, including educational seminars and selection of other advisors. The firm has a strong focus on serving high-net-worth individuals, charitable organizations, and businesses. They also participate in wrap fee programs.
Meridian Wealth Management, LLC

100 W MAIN STREET

LEXINGTON, KY 40507

$2.91B

Assets Under Management

10

Total Clients

48

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Natalie Fernandez lee’s Registration & Firm History

KY

02/07/2024 - Present

Meridian Wealth Management, LLC (LEXINGTON KY)

AZ

05/16/2007 - 03/06/2020

GREENBERG FINANCIAL GROUP (TUCSON AZ)

AZ

02/17/1999 - 05/15/2007

COMPASS BROKERAGE, INC. (TUCSON AZ)

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Licenses & Designations

IA

Issued 03/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/16/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Natalie Ann Fernandez lee. Review regulatory record here.
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