Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Piccolo is a financial advisor with over 12 years of experience in the financial services industry. Natalie is a registered representative with LPL Financial LLC, where she provides financial advice to individuals, businesses, and families. She is also a registered investment advisor with the state of Mississippi. Natalie is committed to providing personalized financial advice and working with clients to help them achieve their financial goals. Previously, Natalie worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated where she provided investment advice for over 11 years. Natalie has a strong understanding of the financial markets and the needs of her clients. She is also an active member of the community and is committed to giving back.
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
MS
07/24/2023 - Present
LPL Financial LLC (MADISON MS)
FL
08/03/2011 - 07/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DESTIN FL)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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