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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Pei is a financial advisor who has been in the industry since 2009. Natalie is registered with Cetera Investment Advisers LLC and holds licenses for both securities and investment advising. Natalie also holds several industry exams. Natalie has experience in both the brokerage and advisory sides of the financial services industry. Natalie works with a variety of clients including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. Natalie provides a variety of financial planning services to her clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
06/19/2019 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
07/17/2009 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 04/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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