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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 Jayne Wells is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Natalie has been in the industry since 2000 and holds a Series 66 license. Natalie has experience working at UBS Financial Services Inc. and J.C. Bradford & Co.. Natalie is registered in 27 states and is active in the securities industry. Natalie specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
01/31/2018 - Present
Wells Fargo Advisors Financial Network, LLC (KINGSPORT TN)
TN
08/12/2000 - 07/10/2014
UBS FINANCIAL SERVICES INC. (KINGPORT TN)
NY
05/09/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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