Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Cantrell Yarbrough is an Investment Advisor Representative at Simplicity Wealth. Natalie is registered with the state of Arkansas. Natalie has been in the financial services industry since 2011. Natalie earned the Series 65 license in January 2021. In addition to serving as an Investment Advisor Representative, Natalie also works as an insurance agent. Natalie specializes in retirement planning, financial planning, portfolio management for individuals and businesses, and education seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
05/03/2023 - Present
Simplicity Wealth (SUMMIT NJ)
IA
Issued 01/09/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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