Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Weddle is a financial advisor with Raymond James & Associates, Inc., a firm based in St. Petersburg, Florida. Nathan has been in the financial services industry since December 31, 2006. Nathan is registered with the state of Indiana and has branch office locations in Carmel, Indiana. Nathan holds Series 7, 63, and 66 licenses. Nathan is registered with the state of Texas as well, but only for investment advisor activities. Nathan is a partner with First Heartland Wealth Management LLC, a firm also based in Carmel, Indiana. Nathan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
05/10/2013 - Present
Raymond James & Associates, Inc. (Carmel IN)
IN
01/01/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
BOTH
Issued 07/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nathan Weddle is the right advisor for you? Invested Better is here to help.
