Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Barbakoff is an investment advisor representative who has been registered with the Securities and Exchange Commission since 2013. Nathan is currently associated with Bleakley Financial Group, LLC, and works from their Fairfield, New Jersey office. Nathan specializes in portfolio management for individuals, families, and small businesses, and has a strong track record of providing comprehensive financial planning services. Nathan is dedicated to helping clients reach their financial goals.
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.
Non-investment consulting/implementation 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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NJ
11/03/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
03/18/2015 - 07/14/2020
LPL FINANCIAL LLC (FAIRFIELD NJ)
NY
05/03/2013 - 03/12/2015
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BOTH
Issued 06/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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