Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Davis is an investment professional with over 30 years of experience in the financial services industry. Natalie is currently registered with Wells Fargo Clearing Services, LLC and previously worked at Morgan Stanley. Natalie has a strong track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Natalie is a highly experienced professional with a comprehensive understanding of the financial markets.
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.
Investment consulting services to institutional clients
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
VA
05/03/2019 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
VA
02/12/2010 - 05/06/2019
MORGAN STANLEY (MCLEAN VA)
DC
04/24/1992 - 02/12/2010
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 06/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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