Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Ann Pavey is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Grinnell, IA. Natalie has been working in the financial services industry since 1999, and is licensed to sell securities in Iowa. Cambridge Investment Research Advisors, Inc. is a financial services firm that offers a variety of investment products and services, including financial planning, portfolio management, and retirement 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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
09/01/2010 - Present
Cambridge Investment Research Advisors, Inc. (GRINNELL IA)
IA
02/01/2005 - 09/09/2010
NEW ENGLAND SECURITIES (GRINNELL IA)
CA
08/20/2001 - 01/25/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/22/1999 - 11/30/2001
BRENTON INVESTMENTS, INC. (PLYMOUTH MN)
BOTH
Issued 07/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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