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Natalie Shipp

7 Years of Experience
Houston, TX
BrokerSells Insurance

Natalie Shipp is a registered investment advisor, based in Houston, TX, with 7 years of industry experience.

Location

Houston, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Natalie works as an independent contractor for pet sitting, dedicating minimal time. She is also an agent/broker with IMG Financial Group, providing financial planning, investments, and insurance services on a full-time basis, and is involved in several other activities including notary public, consultant for widowed women, and HOA president.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
August 2018 - August 2023 · 5 yrs
Securian Financial Services, INC.Broker
July 2018 - August 2023 · 5 yrs 1 mo
State Registrations10 states
COFLGAKSLAMTNYORPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.