Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Raatz is an investment advisor representative who is currently registered with Thrivent Investment Management Inc. Natalie has been in the industry for over 5 years. Natalie is licensed in 17 states. Natalie has Series 7, 63, and 66 licenses and the SIE exam. Natalie specializes in working with individuals, high-net-worth individuals, businesses, churches, and non-profit sharing retirement accounts.
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.
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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NC
08/30/2024 - Present
Thrivent Investment Management Inc. (Charlotte NC)
NC
10/03/2019 - 04/25/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 08/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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