Unclaimed
Natalie Trouw is an investment advisor representative at Kestra Advisory Services, LLC. Natalie has been in the financial services industry since 2019 and has a Series 7, Series 66, and SIE license. Natalie specializes in providing financial planning, portfolio management, and investment advisory services. Natalie is committed to helping clients 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.
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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2
TX
03/12/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NM
08/09/2019 - 03/17/2021
WADDELL & REED (SANTA FE NM)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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