Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natanie? Claim Your ProfileNatanie Nicole Keller is a financial advisor with over 10 years of experience in the industry. Natanie is currently registered with Raymond James & Associates, Inc. in Houston, Texas, and has been with the firm since September 2019. Prior to joining Raymond James, Natanie worked at Morgan Stanley and UBS Financial Services Inc., also in Houston. Natanie is a Series 66 and Series 63 licensed professional, holding licenses with the state of Texas. Natanie is also a Series 7 and Series SIE licensed professional. Natanie specializes in a variety of financial services, including financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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
09/20/2019 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
12/09/2009 - 09/23/2019
MORGAN STANLEY (HOUSTON TX)
TX
12/24/2008 - 12/10/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 03/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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