Natalie Rodgers
Manager of Client Services @Signature Estate & Investment Advisors, LLC
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WORK HISTORY
Manager of Client Services @Signature Estate & Investment Advisors, LLC
Newport Beach, CA, US
Lead a team of client service associates who support W2 advisors across the firm.
EDUCATION
California State University, Long Beach
BA, Psychology
SKILLS
ABOUT NATALIE RODGERS
Signature Estate & Investment Advisors, LLC® (SEIA) is a Registered Investment Advisory firm offering wealth management services tailored to meet the unique needs of affluent individuals, institutions and corporations. Its reputation is earned on a daily basis in each client relationship and professional affiliation we maintain. SEIA and its affiliates manage $17.8 billion in client assets as of 6/30/2023. SEIA offers specialized expertise, adhering to the strict principles and ethical standards set forth by the CFA Institute and Certified Financial Planner Board of Standards, Inc. I am licensed to sell Securities in the following states: CA I am licensed to sell Insurance Products in the following states: CA CA Ins License #0M10916Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, Inc. member FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067,(31••••••23.For additional disclosure information please visit our website at:
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