Natalie Pei is a registered investment advisor, based in Indianapolis, IN, with 16 years of industry experience.
Location
10194 Crosspoint Boulevard, Suite # 100, Indianapolis, IN, 46256
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Natalie is a model for Helen Wells Agency and a music DJ for Deckademics. These activities take minimal time each week.
Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 3 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 3 mos
Cetera Investment Advisers LLC
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
Foresters Advisory Services, LLC
June 2014 - June 2019 · 5 yrs
Foresters Financial Services, INC.Broker
July 2009 - June 2019 · 9 yrs 11 mos
State Registrations7 states
CAFLINMONYORWI
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.