Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Boland is a registered representative with Raymond James Financial Services Advisors, Inc. Natalie has been in the securities industry since August 29, 2019. Natalie is licensed to sell securities in Alabama, Colorado, Florida, Illinois, Indiana, Michigan, North Carolina, Ohio, South Carolina, and Wisconsin. Natalie also holds the Series 7TO, Series 66, and SIE licenses. Natalie is a dual employee of Raymond James Financial Services Advisors, Inc. and Sturgis Bank & Trust Company.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
06/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (Sturgis MI)
BOTH
Issued 05/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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