Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natisa? Claim Your ProfileNatisa Danielle Wright is a financial professional with over 15 years of experience in the financial services industry. She is currently registered with LPL Financial LLC and holds Series 6, 63, SIE and 99TO licenses. Natisa has been associated with LPL Financial LLC since December 2013, and previously worked with Vanguard Marketing Corporation. She has a strong understanding of the financial markets and is committed to providing personalized financial advice to her clients. Natisa specializes in providing financial planning, portfolio management, and other advisory services to individuals and families.
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.
Consulting and other non-discretionary advisory services
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
SC
12/02/2013 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/04/2007 - 10/09/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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