Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Barnett is a financial advisor in WEST UNION, OH. Natalie has been working in the financial services industry since 2002. Natalie is currently registered with Fifth Third Securities, Inc. Natalie also has previous registrations with U.S. BANCORP INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC., LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., and BANC ONE SECURITIES CORPORATION. Natalie holds FINRA Series 6, 7, 63, and 66 licenses and the SIE exam. Natalie is registered to provide investment advice in California, Colorado, Delaware, Florida, Kentucky, Louisiana, Massachusetts, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Virginia.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/16/2020 - Present
Fifth Third Securities, Inc. (WEST UNION OH)
OH
12/05/2016 - 10/14/2020
U.S. BANCORP INVESTMENTS, INC. (CIRCLEVILLE OH)
OH
04/11/2011 - 12/05/2016
FIFTH THIRD SECURITIES, INC. (PORTSMOUTH OH)
PA
07/21/2009 - 03/23/2011
LPL FINANCIAL LLC (DUBOIS PA)
PA
11/29/2005 - 07/21/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CLEARFIELD PA)
NC
08/13/2004 - 11/28/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IL
04/16/2002 - 07/28/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 5/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 4/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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