Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nate? Claim Your ProfileNate Geist is an investment advisor representative and registered representative with Creativeone Wealth, LLC, in Overland Park, KS. Nate has been in the financial industry since 2010, holding prior positions at MML Investors Services, LLC, MSI Financial Services, Inc., and First Investors Corporation. Nate has a Series 6, 7, 63, and 65 licenses and has earned the SIE certification. Nate specializes in portfolio management for individuals, investment companies, and providing financial planning and advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
09/18/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
KS
03/25/2017 - 12/31/2019
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
02/24/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
09/01/2010 - 02/18/2015
FIRST INVESTORS CORPORATION (OVERLAND PARK KS)
IA
Issued 11/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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