Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Nunnally is a financial professional with over 40 years of experience in the industry. Natalie is a registered representative of Oppenheimer & Co. Inc. and has held prior positions at Prudential Securities Incorporated, T.R. Winston & Company, Inc., Paine Webber Incorporated, Oppenheimer & Co., Inc., L. F. Rothschild & Co. Incorporated and Bruan, Gordon & Co.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/12/2000 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
04/08/1996 - 06/16/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/06/1993 - 04/19/1996
T.R. WINSTON & COMPANY, INC. (BEDMINSTER NJ)
NJ
03/08/1989 - 02/12/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/05/1988 - 04/12/1988
OPPENHEIMER & CO., INC.
NA
02/07/1986 - 02/18/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
08/12/1982 - 01/27/1986
OPPENHEIMER & CO., INC.
NA
08/13/1981 - 08/05/1982
BRUAN, GORDON & CO.
BC
Issued 05/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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