Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Paige Harwell is a registered investment advisor representative with THE Ayco Company, LP. Natalie has been in the financial services industry since January 2008. She is registered in 32 states and the District of Columbia. She is also licensed to provide investment advice in Texas. Previously Natalie worked at Mercer Allied Company, LP, where she was registered as a broker-dealer. Natalie has her Series 3, SIE and Series 7 licenses. Natalie specializes in providing financial planning, portfolio management, and educational seminars. She primarily works with individuals and families, and her clients include high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
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.
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
TX
05/09/2008 - Present
THE Ayco Company, LP (Dallas TX)
TX
01/16/2008 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (DALLAS TX)
BOTH
Issued 05/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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