Natalie Young

Current Employers

Employment History

• 06/2016 → 12/2016
  Lighthouse Financial Services
  Brea, CA
• 01/2017 → 07/2018
  Reilly Financial Advisors, Llc
  La Mesa, CA
• 07/2018 → 09/2019
  Polaris Greystone Financial Group, Llc
  San Rafael, CA
• 09/2019 → 05/2021
  Kestra Financial, Inc.
  Irvine, CA
• 06/2021 → 12/2022
  Cain, Watters & Associates, Llc
  Plano, TX
• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX

Previous Registrations

• 2021-06-17 → 2022-12-19
  Cain, Watters & Associates, Llc
  Frisco, TX
• 2019-10-07 → 2021-05-24
  Kestra Advisory Services, Llc
  Austin, TX
  Irvine, CA
• 2018-07-09 → 2019-09-04
  Polaris Wealth Advisory Group
  Costa Mesa, CA
• 2017-01-03 → 2018-06-22
  Reilly Financial Advisors
  La Mesa, CA
• 2016-06-02 → 2016-12-21
  Lighthouse Financial Services Inc
  Brea, CA
• 2014-01-28 → 2016-04-20
  Mercer Global Advisors Inc.
  Newport Beach, CA
  Newport Beach, CA
• 2013-08-06 → 2014-01-07
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Great Bend, KS
• 2012-07-25 → 2013-05-18
  Mercer Global Advisors Inc.
  Newport Beach, CA

Other Businesses

I*: 1229251 Entity Type: Charitable Name of OBA: Frisco Women's League Address: Frisco, TX 75034 Investment Related: No Position, Title, Association: Board Member, Officer Employee Start Date: 06/01/2023 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: Frisco Women's League is a non profit organization helping throughout North Texas with volunteerism and fundraising. 1.The President ensures the integrity of the Board's process and represents the League to the community. 2.The President has responsibility to see that the Board performs its tasks consistently with the Policies and Bylaws and operates within the confines of any legal constraints. Each Committee manages their specific "day-to-day" operations. 3. Prepare the Board Meeting Agenda and facilitate discussion content. All issues will be primarily those issues which the Board instructs as relevant task items. All decisions belong to the Board to decide by vote, not the chairpersons or committees. The President has equal voting rights as any and all Board members. Decisions are made by majority vote. 4. Ensure that there is rule and order throughout the Board meetings. Ensuring that deliberation will be fair, open and thorough but also timely, orderly, and kept to the point.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-07-10
• S65 Uniform Investment Adviser Law Examination
  2012-07-23

Other Names

• Natalie Renee Shelly
• Natalie Renee Weir
• Natalie Shelly-Young
• Natalie Young
• Natalie Renee Young