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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 Young is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Natalie has been in the financial services industry since 2012 and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Natalie holds several industry licenses including the Series 6, 7, 63, and 65 licenses. In addition to offering brokerage services, Natalie is also a registered investment advisor in the state of Texas. Natalie has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Natalie worked with Kestra Investment Services, LLC, CUNA Brokerage Services, Inc., and MetLife Securities Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
02/08/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
CA
06/22/2020 - 05/24/2021
KESTRA INVESTMENT SERVICES, LLC (IRVINE CA)
IA
07/10/2013 - 01/07/2014
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
09/29/2008 - 05/19/2009
METLIFE SECURITIES INC. (DALLAS TX)
BC
Issued 07/10/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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