Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Mason is a financial advisor with Truist Advisory Services, Inc., with over 18 years of experience in the industry. Natalie holds a Series 66, Series 7, Series 24, and Series 26 license. She specializes in providing financial planning services, portfolio management for individuals and businesses, and publication of periodicals. She has previously worked for Raymond James Financial Services, Inc., BB&T Securities, LLC, and SunTrust Investment Services, Inc. She is also a Certified Financial Planner.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
08/24/2016 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/02/2008 - 07/06/2012
TRIAD ADVISORS, INC. (LAKE MARY FL)
FL
10/24/2006 - 10/02/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (HEATHROW FL)
FL
03/12/2004 - 09/18/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LEESBURG FL)
NJ
02/17/2003 - 03/25/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 03/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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