Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Brent is a financial advisor with over 20 years of experience in the industry. Natalie has been registered with the Securities and Exchange Commission (SEC) since 2003, and has held various roles at several firms, including Commonwealth Financial Network, SII Investments, Inc., First Allied Securities, Inc., Cetera Advisors LLC, and Triad Advisors LLC. Natalie is currently a Registered Representative and Investment Advisor Representative with Osaic Advisory Services, LLC. She provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Natalie is committed to providing her clients with personalized 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.
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
GA
01/05/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MI
01/05/2024 - 08/23/2024
TRIAD ADVISORS LLC (Bloomfield Hills MI)
MI
09/08/2022 - 01/11/2024
CETERA ADVISORS LLC (LIVONIA MI)
MI
10/16/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BLOOMFIELD HILLS MI)
MI
10/12/2007 - 10/17/2013
SII INVESTMENTS, INC. (BLOOMFIELD HILLS MI)
MI
03/31/2003 - 10/17/2007
COMMONWEALTH FINANCIAL NETWORK (BLOOMFIELD HILLS MI)
BOTH
Issued 05/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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