Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Daniels is a financial advisor with Fidelity Brokerage Services LLC. Natalie has been in the financial industry since 2006 and has held previous roles at VOYA FINANCIAL ADVISORS, INC. and GWFS EQUITIES, INC. Natalie holds Series 6, 7, 26, and 63 licenses and has a SIE designation. Natalie is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in 15 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.
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.
1
2
CA
09/28/2022 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
PA
11/10/2016 - 06/17/2022
VOYA FINANCIAL ADVISORS, INC. (WEST CHESTER PA)
TN
04/13/2005 - 07/30/2015
GWFS EQUITIES, INC. (NASHVILLE TN)
BC
Issued 05/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Natalie Daniels is the right advisor for you? Invested Better is here to help.
