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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Rodriguez Gutierrez is an investment advisor representative with LPL Financial LLC. Natalie has been in the financial services industry for over 12 years. Natalie is licensed to sell securities in California, Nevada, Oklahoma and South Carolina. Natalie is a registered representative and investment advisor representative. Natalie holds Series 7, Series 66 and SIE licenses. Natalie has worked with clients of all types, including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Natalie has been recognized as a top producer at each of her previous firms. Natalie is committed to providing her clients with personalized financial advice and investment strategies that are designed to help them achieve 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.
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.
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CA
09/19/2024 - Present
LPL Financial LLC (NAPA CA)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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