Nathalie Marie Edeen

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 06/2016 → Present
  Hornor Townsend & Ktne Inc
  Horsham, PA

Other Businesses

1) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: WEALTH CONTINUUM GROUP | POSITION HELD:AGENT | ADDRESS: 187 DANBURY RD 2ND FLOOR WILTON CT 06897 NORTH HAVEN 06473 | START DATE: 6/23/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH:41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY. 2) INSURANCE & INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: CASERTA-DEJONGH | POSITION HELD: AGENT |ADDRESS: 12 ELM ST NORTH HAVEN 06473 | START DATE: 8/1/2015 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE CO. 3) P&C BROKERAGE POSITION: Provide referrals and receive compensation NATURE: Prop/Casualty Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 130 North Main St, Wallingford CT 06492, United States DESCRIPTION: Providing auto and homeowners insurance referrals and continuing to uphold my property and casualty license 4) STUDENT LOAN ANALYSIS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OTHER - | ADDRESS: 711 CENTER ST WALLINGFORD CT 06492 | START DATE: 7/21/2020 | NATURE OF ACTIVITY: EDUCATIONAL | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: COMPREHENSIVE REVIEW OF COLLEGE GRADUATES' STUDENT LOAN PORTFOLIO. EVALUATE OPTIONS SUCH AS REPAYMENT PLANS AND FEDERAL PROGRAMS SUCH AS LOAN FORGIVENESS. 5) TIKTOK SHOP COMMISSIONS | POSITION: Sales Affiliate NATURE: Retail Sales | INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 | ADDRESS: 711 Center St, Wallingford CT 06492 | DESCRIPTION: Posting videos on TikTok shop to promote retail products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-20
• S63 Uniform Securities Agent State Law Examination
  2017-06-01

Other Names

• Nathalie Marie Edeen
• Nathalie Marie Gintowt