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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie J. Anderson is an investment advisor representative with Fidelity Personal and Workplace Advisors. Natalie has been in the securities industry since March 11, 2015. Natalie is licensed to offer securities advice in all 50 states. Prior to joining Fidelity Personal and Workplace Advisors, Natalie worked for Wells Fargo Clearing Services, LLC. Natalie is committed to helping clients reach their financial goals. Natalie offers a range of financial planning services, including portfolio management, retirement planning, and education savings.
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.
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.
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2
TX
06/20/2023 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
CA
05/03/2014 - 07/28/2022
WELLS FARGO CLEARING SERVICES, LLC (DANVILLE CA)
IA
Issued 07/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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