Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Amos is a financial advisor with Ameriprise Financial Services, LLC. Nathan has been in the financial industry since January 2017. Nathan holds Series 7, Series 63, and Series 66 licenses. Nathan has also passed the Securities Industry Essentials Examination (SIE). Nathan has a variety of experience in the financial services industry. Nathan currently holds active registrations in Colorado, Delaware, Florida, Idaho, Illinois, New Jersey, New York, North Carolina, Tennessee, and Texas. Nathan's firm Ameriprise Financial Services, LLC has a large team of financial advisors, including over 11,700 licensed agents, over 12,400 investment advisor representatives, and over 13,800 registered representatives. Ameriprise Financial Services, LLC manages over $479 billion in assets for a wide range of clients, including individuals, businesses, corporations, charitable organizations, high net worth individuals, 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.
1
2
FL
12/09/2024 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
01/18/2017 - 04/18/2018
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 04/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Amos is the right advisor for you? Invested Better is here to help.
