Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Orlando, FL 32801
Credentials
Series 63, Series 66
Industry experience
12 years
Natalie Medina is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and SunTrust Investment Services. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm employs model strategies and combines third-party investment managers with proprietary technology and resources from its banking affiliates to manage and rebalance portfolios.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
225 E Robinson St
Orlando, FL 32801
Florida
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc
2024 - Present (2 years)
JP morgan securities, LLC
2018 - 2024 (6 years)
JP MORGAN CHASE BANK, N.A.
2018 - 2024 (6 years)
Suntrust Investment Services, INC
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Orlando, FL
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Series 65
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CFP®, Series 66
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Gen2 Advisors, LLC
CFP®, CFA®, Series 66
Orlando, FL
Jake Carris Financial Planning
Series 66
Orlando, FL
Triumph Private Wealth
CFP®, Series 66
Winter Park, FL
Venture Wealth Solutions LLC
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