Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Ellender Whelton is an investment advisor representative with Homrich Berg and is licensed in Maryland. Natalie has been in the industry for 10 years and has extensive experience in the financial services sector. Natalie offers a wide range of services to her clients, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay 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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/29/2025 - Present
Homrich Berg (Towson MD)
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Natalie Whelton is the right advisor for you? Invested Better is here to help.
