Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Arthur Wood is a registered representative with Up Financial USA Inc., and has been in the financial services industry since December 2012. Nathan is licensed in Texas as an Investment Advisor Representative. Nathan works with individuals and families to provide financial planning and portfolio management services. Nathan is also a Director, Registered Representative, Investment Advisor, Insurance Agent & Financial Planner for Up Investment Management of Aligned Capital Partners Inc. and Up Financial USA.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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06/27/2023 - Present
UP Financial USA Inc. (CALGARY, ALBERTA )
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Inactive
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