Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Cetrulo is a financial advisor currently working at Merrill Lynch, Pierce, Fenner & Smith Inc. in Clearwater, Florida. Natalie has been in the financial industry since 2013, and holds a variety of licenses and certifications, including Series 66, Series 7, and Series 9 and 10. Natalie has previously worked at Morgan Stanley and Northwestern Mutual Investment Services, LLC. Natalie specializes in working with individuals, corporations, and charitable organizations and offers a variety of services, including portfolio management, investment advisory, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
08/17/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
FL
08/04/2014 - 11/24/2015
MORGAN STANLEY (TAMPA FL)
PA
10/09/2013 - 07/28/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CENTER VALLEY PA)
BOTH
Issued 05/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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