Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathalie? Claim Your ProfileNathalie Marie Edeen is an active investment advisor representative who works with individuals, families, and small businesses, focusing on financial planning, wealth management, and retirement planning. Nathalie is a registered representative in the state of Connecticut and has been working in the industry since April 2017. Nathalie holds Series 6, Series 63, Series 65, and SIE licenses, allowing her to provide a range of investment advisory services, including securities and insurance products. Nathalie's expertise is further enhanced by her diverse experience in insurance and financial planning. In her current role at Hornor, Townsend & Kent, LLC, Nathalie is committed to building strong relationships with her clients and providing them with tailored advice and strategies. Her dedication to understanding her clients' unique financial goals and aspirations ensures that she can deliver personalized solutions.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
CT
11/01/2017 - Present
Hornor, Townsend & Kent, LLC (NORTH HAVEN CT)
IA
Issued 09/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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