Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Dunn is a financial advisor with Charles Schwab & CO., Inc. in Westlake, Texas. Natalie has been in the financial industry since May 2002 and has held previous positions at Fidelity Brokerage Services LLC and American Express Financial Advisors Inc. Natalie has a wide range of experience and expertise, and is committed to providing her clients with the highest quality financial advice. She offers a variety of services, including financial planning and investment management, and is dedicated to helping her clients reach their financial goals. In addition to her work with Charles Schwab, Natalie is also a fitness instructor at Pure Barre in Flower Mound, Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/27/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/28/2001 - 09/04/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MN
05/23/2000 - 01/29/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/23/2000 - 01/29/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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