Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Sorensen Lewis is a financial advisor who has been in the industry since August 16, 1987. Natalie is currently registered with SPC in RICHFIELD, UT, where she is a registered representative. Natalie has previously been registered with H.D. VEST INVESTMENT SERVICES in RICHFIELD, UT. Natalie specializes in providing financial planning and investment management services to individuals, businesses, and pension plans. Natalie also offers consultation services and educational seminars.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
UT
10/12/2009 - Present
SPC (RICHFIELD UT)
UT
08/17/1987 - 06/29/2007
H.D. VEST INVESTMENT SERVICES (RICHFIELD UT)
IA
Issued 04/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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