Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Elizabeth Leon is a financial advisor at D.a. Davidson & Co. Natalie has been working in the financial industry for a few years and is registered with FINRA and the state of Colorado. Natalie has a Series 7, Series 63, Series 99TO and the SIE license. Natalie is focused on providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and corporations. Natalie has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations. Natalie's firm, D.a. Davidson & Co., is headquartered in Great Falls, MT and has over 1000 clients and over $36 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
CO
02/10/2023 - Present
D.a. Davidson & Co. (DENVER CO)
BC
Issued 06/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Natalie Leon is the right advisor for you? Invested Better is here to help.
