Unclaimed
Natalie Webb is a financial advisor with over 10 years of experience in the financial services industry. She is registered with Avantax Investment Services, Inc. and holds the Series 6, Series 63 and SIE licenses. Natalie focuses on providing investment advice and financial planning services to her clients. She has a strong commitment to helping her 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.
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.
1
2
IL
07/16/2012 - Present
Avantax Investment Services, Inc. (WESTMONT IL)
BC
Issued 08/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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