Unclaimed
Natalie Barnett is a financial advisor at Fifth Third Securities, Inc. Natalie has been in the financial services industry since 2002. Natalie is licensed to provide investment advice and services in several states. Natalie has experience working with individuals, families, businesses, and retirement plans. Natalie's focus is providing sound investment advice to help clients reach their financial goals.
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.
1
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 05/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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