Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Lynne Marvi-romeo is a financial professional with over 7 years of experience in the industry. Natalie has held various roles at firms such as PNC FUNDS DISTRIBUTOR, LLC, FORESIDE FUND SERVICES, LLC and OLD MUTUAL INVESTMENT PARTNERS. Natalie currently holds a Series 63, Series 7, and SIE license. Natalie's career began in 2012 and since that time she has been registered in 53 states. Natalie is currently employed with Vanguard Marketing Corp. and is licensed in all 50 states and the District of Columbia.
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.
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.
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2
PA
01/11/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
02/17/2016 - 11/20/2019
PNC FUNDS DISTRIBUTOR, LLC (PHILADELPHIA PA)
PA
06/18/2014 - 10/31/2014
FORESIDE FUND SERVICES, LLC (BERWYN PA)
PA
05/24/2012 - 10/15/2012
OLD MUTUAL INVESTMENT PARTNERS (WEST CONSHOHOCKEN PA)
BC
Issued 08/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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