John
Natoli

Mutual Of Omaha Investor Services, Inc

CRD#2884999
Investment Advisor
in Charlotte, NC
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About this Advisor

John Natoli is a certified financial planner and chartered financial consultant who works out of Charlotte, North Carolina, with a total of 18 years of financial industry experience. Natoli is currently employed by Mutual Of Omaha Investor Services, Inc. Throughout their career, they have worked at Mml Investors Services, Mass Mutual Life Insurance, Mutual Of Omaha Investor Services and Mutual Of Omaha Insurance Company. Natoli maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in New Jersey and North Carolina. Mutual Of Omaha Investor Services, Inc is an advisory business that has its headquarters in Charlotte, North Carolina. The company has offices in 112 locations and a total of 330 financial advisors. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on which service is offered. However, fees billed by Mutual Of Omaha Investor Services, Inc likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

13900 Conlan Circle Suite 150
Charlotte, NC 28277

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Mutual Of Omaha Investor Services, Inc Brokerage Details

Total Number of Employees

330

NC Average: 226

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Natoli Work History

John has 18 years of experience.

2017 - Present (2 years)

Mutual Of Omaha Investor Services

2017 - Present (2 years)

Mutual Of Omaha Insurance Company

2000 - 2017 (17 years)

Mml Investors Services

2000 - 2017 (17 years)

Mass Mutual Life Insurance

Disclosures

John Natoli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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