Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Gross is a financial advisor at Wells Fargo Clearing Services, LLC. Natalie has been in the financial services industry since 2012 and holds Series 7, 9, 10, 63, 66, 99TO and SIE licenses. Natalie has worked at RBC Capital Markets, LLC, Wells Fargo Advisors LLC, and Wells Fargo Clearing Services, LLC. Natalie is registered in the state of Virginia. Natalie provides investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for individuals, and portfolio management for 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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
01/04/2018 - Present
Wells Fargo Clearing Services, LLC (GLEN ALLEN VA)
VA
04/04/2012 - 08/27/2014
RBC CAPITAL MARKETS, LLC (RICHMOND VA)
BOTH
Issued 12/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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