ADVISOR BIO

Natalie Anelle De anda is a registered representative with J.p. Morgan Securities LLC, and is licensed in California. Natalie has been in the industry since May 2022, and holds the Series 63, SIE, and Series 6TO licenses. Natalie has also indicated that she specializes in providing financial advice, and portfolio management for businesses and individuals.

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Natalie Krouth is a financial advisor at J.P. Morgan Securities LLC. Natalie has been in the financial services industry for over 20 years. Natalie is registered with the Securities and Exchange Commission as an investment advisor representative and holds Series 7, Series 66, and SIE licenses. Natalie has a wide range of experience in the financial services industry and provides a variety of services to individuals and businesses, including investment management, financial planning, and retirement planning.

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Natalie Rubio is a financial professional registered with LPL Financial LLC. Natalie has been in the industry since December 2021. Natalie holds a Series 99TO and a SIE exam license and specializes in various financial planning services.

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Natalie Adams is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Natalie has been in the industry since February 16, 2015 and has been registered in 30 states. Natalie is a registered Investment Advisor Representative in Texas and California. Natalie has been with Merrill Lynch since February 2014.

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Natalie Marie Redig is a financial advisor who has been in the industry since March 2018. Natalie has Series 7 and Series 66 securities licenses, along with the SIE exam. She holds active registrations in both broker-dealer and investment advisor capacities in all 50 states, plus the District of Columbia and Puerto Rico. Natalie is currently employed with Stifel, Nicolaus & Company, Inc. and has previously worked with Wells Fargo Clearing Services, LLC. Natalie has experience in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.

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Natalie Marie Perez is a licensed securities agent and investment banking representative with J.P. Morgan Securities LLC. She holds the Series 63, 79TO, and SIE exams. Natalie Perez has been active in the financial industry since December 17, 2023. Natalie Perez is registered to provide securities and investment advisory services in 53 states and the District of Columbia.

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Natalie Schaper is an investment advisor representative with Ameriprise Financial Services, LLC. Natalie is a registered investment advisor in both California and Texas. Natalie has been in the financial industry since August 18, 2014. Ameriprise Financial Services, LLC is a large firm with more than $1 billion in assets under management. The firm offers a variety of financial services, including asset allocation, financial planning, and portfolio management. The firm also offers educational seminars and publications.

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Natalie Weaver Stenehjem is a financial advisor with Osaic Wealth, Inc. Natalie has been in the industry since 2018 and is registered in 51 states. Natalie specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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Natalie Dawn Slemp is a financial advisor at Edward Jones, licensed to provide financial advice in California and Texas. Natalie has been in the financial services industry since 2023. Natalie is registered with FINRA and holds the Series 7TO, SIE, and Series 66 licenses. Natalie offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Natalie has specialized in serving clients in the following areas: retirement planning, college savings, estate planning, and insurance. Natalie works with individuals, families, and small businesses. Natalie's office is located in Carlsbad, CA.

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ADVISOR BIO

Natalie Buniatyan is a financial advisor with over 15 years of experience in the industry. Natalie has a wide range of experience, having worked at firms such as Chase Investment Services Corp., WAMU Investments, Inc., and Citigroup Global Markets Inc., before joining Morgan Stanley in 2011. Natalie is licensed in 53 states and is registered to provide both broker-dealer and investment advisor services. Natalie holds several securities licenses, including Series 3, 7, 9, 10, and 66. Natalie is a dedicated financial advisor with a commitment to providing clients with personalized and comprehensive financial planning.

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