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Natalie Joy Brent

Investment Adviser Representative at OSAIC ADVISORY SERVICES, LLC

Bloomfield Hills, MICRD #2907014Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
18 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 18 states
ArizonaCaliforniaFloridaGeorgiaIllinoisKentuckyMichiganMinnesotaMissouriNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginiaWashingtonWest VirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/14/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 5/2/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/28/2003
Series 24
General Securities Principal Examination
Passed 2/1/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Osaic Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OSAIC ADVISORY SERVICES, LLCCurrent
1/5/2024Bloomfield Hills, MI
CETERA INVESTMENT ADVISERS LLC
7/19/20211/11/2024Bloomfield Hills, MI
SAGEVIEW ADVISORY GROUP, LLC
1/21/20221/5/2024Bloomfield Hills, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Natalie Joy Brent has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Natalie Joy Brent - Financial Advisor in Bloomfield Hills, MI | AdvisorFinder