Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Lim-taylor is a financial advisor registered with LPL Financial LLC, a broker-dealer firm based in Fort Mill, SC. Natalie has been a registered representative for six years and has held the Series 66 and Series 7 licenses since 2017. She also holds the Securities Industry Essentials Examination license. Natalie is registered with the state of Oklahoma and has been active in the investment industry since 2017. Natalie provides investment advice to a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Natalie provides investment consulting and other non-discretionary advisory services in addition to financial planning and portfolio management. Natalie has been recognized as a specialist in the areas of investment planning, retirement planning, and wealth management.
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.
Consulting and other non-discretionary advisory services
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
OK
08/07/2023 - Present
LPL Financial LLC (NORMAN OK)
OK
06/14/2017 - 08/14/2023
EDWARD JONES (NORMAN OK)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Natalie Lim-taylor is the right advisor for you? Invested Better is here to help.
