Unclaimed
Natalie Collins is a financial professional with over 20 years of experience in the financial services industry. Natalie is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Natalie has held previous roles at JPMorgan Securities LLC, The Huntington Investment Company, Wachovia Securities, LLC, UBS Financial Services Inc., J.C. Bradford & Co., PaineWebber Incorporated, and Dean Witter Reynolds Inc. Natalie is committed to providing financial guidance and investment advice to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
OH
05/22/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pickerington OH)
OH
05/10/2016 - 05/16/2019
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
08/19/2013 - 05/02/2016
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MO
10/17/2003 - 04/03/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
07/18/2001 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/24/1998 - 07/20/1999
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
11/09/1993 - 03/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/18/1993 - 11/02/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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