Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Marie Redig is a financial advisor who has been in the industry since March 2018. Natalie has Series 7 and Series 66 securities licenses, along with the SIE exam. She holds active registrations in both broker-dealer and investment advisor capacities in all 50 states, plus the District of Columbia and Puerto Rico. Natalie is currently employed with Stifel, Nicolaus & Company, Inc. and has previously worked with Wells Fargo Clearing Services, LLC. Natalie has experience in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/10/2019 - Present
Stifel, Nicolaus & Company, Inc. (LOS ANGELES CA)
CA
03/28/2018 - 09/16/2019
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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