Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Patterson is a registered investment advisor representative at Fidelity Personal AND Workplace Advisors. Natalie is licensed in California and Texas. Natalie has been in the financial services industry since 2016 and has experience in various roles, including retail sales and financial services. Natalie holds the Series 66 registration and has experience in providing financial planning services. Fidelity Personal AND Workplace Advisors is a large firm with over $1 billion in assets under management. The firm provides a variety of services, including financial planning, investment management, and educational 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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CA
10/22/2024 - Present
Fidelity Personal AND Workplace Advisors (LARKSPUR CA)
Active
Inactive
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