Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Morrella is a Certified Financial Planner™ with Aspiriant, LLC. Natalie has been in the financial services industry since 2004 and has a wide range of experience, specializing in working with individuals, corporations, charitable organizations, and investment companies. Natalie has held a number of positions within the financial services industry and has worked in multiple locations including Mountain View, CA. Natalie has passed the Series 99 and the SIE exams. In addition to being a Certified Financial Planner™, Natalie has experience working in the financial services industry providing a wide range of services, including investment advisory services and financial planning.
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.
Strategic management for diversified investment portfolios.
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.
1
2
CA
03/12/2021 - Present
Aspiriant, LLC (Mountain View CA)
CA
12/15/2014 - 01/08/2016
STANFORD INVESTMENT GROUP, INC. (MOUNTAIN VIEW CA)
BC
Issued 01/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2013
Series 99 - Operations Professional Examination
Active
Inactive
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