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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 Marie Nissen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Natalie is registered with the state of Illinois. Natalie has been working in the financial industry since 2008. Natalie has experience working with individuals, businesses, and high-net-worth 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
08/01/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAK BROOK IL)
IL
05/11/2015 - 03/21/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
04/21/2011 - 10/23/2014
U.S. BANCORP INVESTMENTS, INC. (ELMHURST IL)
IL
10/23/2009 - 03/30/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLAND PARK IL)
IL
01/30/2008 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (ORLAND PARK IL)
BOTH
Issued 07/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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