Unclaimed
Natalie Rodrigues is a financial professional with over 6 years of experience in the industry. Natalie is currently registered with Campbell Lutyens & Co. Inc. in New York, NY. Natalie is also registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 3, 7 and 63 license. In addition to her Series licenses, Natalie holds a Securities Industry Essentials (SIE) license. Previously, Natalie was registered with CREDIT SUISSE SECURITIES (USA) LLC from 2016 to 2022.
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.
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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2
NY
08/16/2022 - Present
Campbell Lutyens & Co. Inc. (NEW YORK NY)
NY
08/09/2016 - 08/17/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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