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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Marin is a financial advisor at Northstar Financial Planning, LLC. Natalie is registered with the state of New Hampshire and Texas as an Investment Advisor Representative (IAR). Natalie has been in the industry since 2014 and holds a Certified Financial Planner designation. Natalie specializes in providing financial planning services to individuals and businesses. Natalie is also registered to offer investment advisory services. Natalie's firm, Northstar Financial Planning, LLC, manages over $229 million in assets.
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.
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.
A percentage of the total value of assets under management is charged.
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NH
12/15/2023 - Present
Northstar Financial Planning, LLC (WINDHAM NH)
IA
Issued 08/13/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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