Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathalie? Claim Your ProfileNathalie Remillard is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Nathalie has been in the industry since April 27, 1998. Nathalie holds the Series 63, Series 66, and Series 7 licenses and is registered in 44 states, as well as in Florida and Texas for investment advisory. Nathalie is a registered representative of the firm and provides financial planning and portfolio management services.
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.
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.
Investment consulting services to institutional clients
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
FL
11/20/2024 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
11/15/2018 - 03/01/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPLES FL)
FL
09/19/2014 - 11/15/2018
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
IA
05/27/2009 - 10/10/2014
RBC CAPITAL MARKETS, LLC (CLIVE IA)
IA
08/12/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (WEST DES MOINES IA)
IA
05/04/2006 - 08/12/2006
PIPER JAFFRAY & CO. (WEST DES MOINES IA)
IA
01/02/2004 - 04/04/2006
VSR FINANCIAL SERVICES, INC. (DES MOINES IA)
NY
10/28/2003 - 12/31/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
01/02/2002 - 09/29/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
MN
03/21/1998 - 10/12/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
03/04/1997 - 06/25/1997
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 06/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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