Unclaimed
Nathan Anderson Blotter is a financial advisor in Logan, UT who has been in the financial industry since 2003. Nathan has a Series 66 license and is a Certified Financial Planner. He is registered with LPL Financial LLC and has worked with them since 2002. Nathan has worked with a variety of clients, including individuals, corporations, and pension plans. His specialties include financial planning, portfolio management, and investment advisory services. He is also registered as an Investment Advisor Representative in Texas and Utah.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
01/23/2003 - Present
LPL Financial LLC (LOGAN UT)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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