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Natalie Brooke Marin

Northstar Financial Planning, LLC

Windham, NH

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Current Employers
Northstar Financial Planning, Llc

112 Range Road, Windham, NH 03087 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-15
NH RA APPROVED 2022-04-20
  • TX RA
    APPROVED
    Since 2023-12-15
  • NH RA
    APPROVED
    Since 2022-04-20

Branch Locations

112 Range Road, Windham, NH 03087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paladin Advisors Llc Kensington NH 01/2020 02/2022
Sun Life Financial Wellesley Hills MA 01/2017 06/2017
Northeastern University Boston MA 09/2014 01/2017
Northeastern University Boston MA 06/2017 01/2019
Northstar Financial Planning, Llc Windham MA 03/2022 Present
Paladin Advisors Llc Kensington NH 01/2019 12/2019
  • 01/2020 → 02/2022
    Paladin Advisors Llc
    Kensington, NH
  • 01/2017 → 06/2017
    Sun Life Financial
    Wellesley Hills, MA
  • 09/2014 → 01/2017
    Northeastern University
    Boston, MA
  • 06/2017 → 01/2019
    Northeastern University
    Boston, MA
  • 03/2022 → Present
    Northstar Financial Planning, Llc
    Windham, MA
  • 01/2019 → 12/2019
    Paladin Advisors Llc
    Kensington, NH
Previous Registrations
  • 2020-08-13 → 2022-03-17
    Paladin Advisors, Llc
    Kensington, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-13
  • S65 Uniform Investment Adviser Law Examination
    2020-08-13
Designations
Other Names
  • Natalie Marin

View on SEC IAPD

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LPL FINANCIAL LLC

Other Investors

BRADFORD SCOT GREENLEAF
Kristina Marie Nissen
BRIAN S GLICK
Michelle Elizabeth Guarino
JOHN PETER ROUTHIER
Lisa A Walker-Gallant
ALEXA FAITH DARBE
RACHEL NICOLE DECAROLIS

Other Offices

TRINEXUS CAPITAL, LLC · WINDHAM, NH
FOCUS PARTNERS WEALTH, LLC · Windham, NH
EDWARD JONES · WINDHAM, NH
EDWARD JONES · WINDHAM, NH
VANDEVENTER & COMPANY · WINDHAM, NH
LPL ENTERPRISE, LLC · WINDHAM, NH
OSAIC INSTITUTIONS, INC. · SALEM, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SALEM, NH

More in Windham, NH

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