Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Cynthia Nell is a financial advisor with PFS Investments Inc. who has been in the industry since June 8, 2016. Natalie is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6 and Series 63 licenses as well as the Securities Industry Essentials Examination (SIE). Natalie specializes in providing investment advice to individuals and focuses on developing personalized strategies to meet their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
06/09/2016 - Present
PFS Investments Inc. (BROOKFIELD WI)
BC
Issued 12/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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