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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Holm is a financial advisor with Ameriprise Financial Services, LLC. Nathan has been in the financial industry since 2005. Nathan's credentials include holding licenses for Series 6, 7, 9, 24, 63 and 66. Nathan's specializations include securities, insurance, mutual funds, variable annuities, and investment advisory services. Nathan also holds a registration as an Investment Advisor Representative in Minnesota. Nathan's previous employment was with IDS Life Insurance Company. Nathan is a financial advisor with Ameriprise and has been with the firm since 2005.
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
MN
12/19/2013 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
04/15/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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