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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 Jewells Gamarra loza is a financial advisor at Fidelity Personal And Workplace Advisors. Natalie is a registered representative and investment advisor representative. Natalie has been in the securities industry since 2014. Natalie holds the Series 7, 63 and 65 licenses. Natalie has experience working with individuals, high-net-worth individuals, businesses, pension plans, charitable organizations, and state and municipal government entities.
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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CA
10/31/2022 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
09/25/2020 - 07/08/2022
MORGAN STANLEY (Oakland CA)
CA
04/25/2019 - 09/10/2019
TD AMERITRADE, INC. (OAKLAND CA)
CA
09/09/2014 - 11/16/2018
CUSO FINANCIAL SERVICES, L.P. (BERKELEY CA)
IA
Issued 10/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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