Natalie TampelliniCRD Number: 4534034
Current Firm: Benjamin F. Edwards & Company, Incorporated
Natalie Tampellini (CRD# 4534034) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Benjamin F Edwards & Co||Northfield, NJ||Sep 2012 - Current||5|
|Wells Fargo Advisors LLC||Linwood, NJ||May 2009 - Sep 2012||3|
|Wachovia Securities||Northfield, NJ||Apr 2008 - May 2009||1|
|Wachovia Securities, LLC||Northfield, NJ||Jan 2008 - May 2009||1|
|A.g. Edwards||Northfield, NJ||Mar 2001 - Jan 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2002|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV