Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Wyzgowski is a financial advisor with LPL Financial LLC. Natalie has been in the industry since 2005 and has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Natalie has been registered with the Financial Industry Regulatory Authority (FINRA) since 2005 and is currently registered with the states of Arizona and California. Natalie offers a range of financial services, including financial planning, portfolio management, and investment advice. Natalie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
AZ
01/01/2025 - Present
LPL Financial LLC (SCOTTSDALE AZ)
TX
05/30/2018 - 08/29/2023
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
NY
06/17/2013 - 09/06/2017
ORCHARD SECURITIES, LLC (NEW YORK NY)
MN
02/05/2013 - 05/08/2013
INDEPENDENCE REALTY SECURITIES, LLC. (MINNEAPOLIS MN)
CA
06/17/2011 - 02/05/2013
TNP SECURITIES, LLC (COSTA MESA CA)
CO
06/21/2007 - 06/03/2011
TRANSAMERICA CAPITAL, INC. (DENVER CO)
MI
06/14/2005 - 05/15/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EAST LANSING MI)
MN
06/14/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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