Natalie Josic
Natalie Josic is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5383 Primrose Lake Circle, Suite B, Tampa, FL, 33647
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Natalie is involved with Investpro Wealth Strategies, LLC as a support company advisor, and owns Make It Official, a notary public service. Natalie dedicates minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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