Unclaimed
Natallia Ornelas is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Natallia is licensed to provide investment advice in 21 states and has been in the industry since September 2011. Her focus is on providing investment advice and referral services to individuals, families, and small businesses. She is passionate about helping her clients reach their financial goals and build a secure future.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
07/31/2019 - Present
Northwestern Mutual Investment Services, LLC (THE WOODLANDS TX)
IA
Issued 3/3/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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