Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Schweers is a financial advisor with Synovus Securities, Inc. Natalie has been in the financial industry since August 16, 2004. Natalie has a wide range of experience in the financial services industry, including experience with SunTrust Investment Services, Inc. Natalie offers a variety of financial services, including financial planning, portfolio management for businesses and individuals, tax-related services, and administrative services. Natalie is registered with the state of Georgia and 13 other states.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
05/21/2024 - Present
Synovus Securities, Inc. (AUGUSTA GA)
GA
08/17/2004 - 10/19/2017
SUNTRUST INVESTMENT SERVICES, INC. (AUGUSTA GA)
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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