Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Smith is a financial advisor registered with Oneamerica Securities, Inc. and has been in the industry since January 16, 2012. Nathan is licensed in 51 states and the District of Columbia and holds Series 7, 9, 10, 24, 52TO, 63, 66, and 99TO licenses. Nathan also specializes in providing financial planning services, pension consulting, and educational seminars. Nathan has experience working with various clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
SD
07/27/2023 - Present
Oneamerica Securities, Inc. (Brandon SD)
SD
08/25/2022 - 06/28/2023
CETERA ADVISOR NETWORKS LLC (Brandon SD)
GA
12/06/2021 - 07/22/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
MN
07/29/2015 - 11/03/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
05/12/2014 - 07/27/2015
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
08/06/2012 - 05/13/2014
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
07/17/2012 - 07/23/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SAINT CLOUD MN)
MN
07/06/2012 - 07/23/2012
MULTI-FINANCIAL SECURITIES CORPORATION (SAINT CLOUD MN)
MN
07/05/2012 - 07/23/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (SAINT CLOUD MN)
MN
10/03/2011 - 07/23/2012
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 12/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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