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John M. Natale, CLU®, ChFC®, AIF®

John M. Natale, CLU®, ChFC®, AIF®

Executive Vice President

Followers of John M. Natale, CLU®, ChFC®, AIF®559 followers
location of John M. Natale, CLU®, ChFC®, AIF®Marlton, New Jersey, United States

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  • Timeline

  • About me

    Natale & Harriett Wealth Management

  • Education

    • Saint Joseph's Preparatory School

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    • Saint Joseph's University

      -
      Bachelor of Science (B.S.) Accounting

    • The American College

      -
      Chartered Financial Consultant

    • The American College

      -
      Chartered Life Underwriter

  • Experience

    • Karr Barth Associates

      Jan 1980 - Sept 1997
      Executive Vice President

      Responsible for recruiting, training and sales management

    • Self-employed

      Sept 1980 - now
      Financial Advisor

      Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer Member FINRA/SIPC. www.lincolninvestment.com

    • Lincoln Investment

      Sept 1997 - Jan 2020
      Regional Vice President

    • Junior Achievement of New Jersey

      Jan 1998 - Jun 2015
      Member Board of Trustees

      Chairman of the Board of Trustees-Southern District 2000-2005

    • New Jersey Coalition for Financial Education

      Jan 2011 - Jun 2015
      Secretary of the Board of Directors

    • St. Joseph's Preparatory School

      Jul 2011 - Jun 2017
      Member Board of Trustees

  • Licenses & Certifications

    • Series 63

      FINRA

    • Series 24

      FINRA

    • Series 7

      FINRA

    • Series 65

      FINRA