Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Jones is a financial advisor with over 20 years of experience in the industry. Natalie is currently registered with Charles Schwab & Co., Inc. and has previously been employed with RBC Capital Markets Corporation and Barclays Capital Inc. Natalie holds Series 63, SIE, and Series 7 licenses and is registered in California and Connecticut. Natalie is a seasoned financial professional who is passionate about helping clients achieve their financial goals.
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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CA
09/13/2005 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NY
11/23/2004 - 04/01/2005
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
05/18/2004 - 11/17/2004
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 01/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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