Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Jane Johnson is a financial professional with over 2 years of experience in the financial services industry. Natalie is currently registered with Osaic Wealth, Inc., and previously held a registration with TRIAD ADVISORS LLC. Natalie holds the Series 6TO and SIE licenses. Natalie is a specialist in a variety of investment areas.
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.
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CA
08/23/2024 - Present
Osaic Wealth, Inc. (San Diego CA)
CA
06/06/2023 - 08/23/2024
TRIAD ADVISORS LLC (San Diego CA)
BC
Issued 06/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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