Unclaimed
Nathan Allen Harban is a financial advisor with Ameriprise Financial Services, LLC. Nathan has been in the industry since October 2022. Nathan holds Series 7TO, Series 66 and SIE licenses and is registered with the state of Iowa. Nathan has specialized experience in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Nathan's firm specializes in providing financial planning and investment management services to individuals, businesses, trusts, estates, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation 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.
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2
IA
01/19/2024 - Present
Ameriprise Financial Services, LLC (Cedar Falls IA)
BOTH
Issued 01/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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