Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Wilmot is a financial advisor with Osaic Wealth, Inc. Nathan has over 18 years of experience in the financial industry. Nathan provides financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Nathan is also a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).
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.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (WESTLAKE OH)
OH
12/17/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTLAKE OH)
OH
11/20/2015 - 01/12/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (WESTLAKE OH)
OH
10/16/2012 - 12/02/2015
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
09/22/2004 - 10/05/2012
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
09/22/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
BOTH
Issued 11/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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