Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie McCarty is an Investment Advisor Representative at Orion Portfolio Solutions, LLC. She has been in the industry since 2018 and has experience working with a variety of clients, including individuals, businesses, pension plans, and pooled investment vehicles. Natalie has been working at Orion Portfolio Solutions since July 2024, but her career has also included roles at WE Communications and Caliber Corporate Advisers. Natalie holds the Series 65 license and is registered to provide investment advice in Nebraska.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NE
08/26/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IA
Issued 08/24/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Natalie McCarty is the right advisor for you? Invested Better is here to help.
