Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Mosakowski is a financial advisor with Ameriprise Financial Services, LLC. Nathan has been in the financial industry since 2006 and has a broad range of experience. Nathan holds the Series 7, 24, 26, 51, 63 and 66 securities licenses, and the Series 65 investment advisor license.
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.
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2
TN
12/07/2023 - Present
Ameriprise Financial Services, LLC (FRANKLIN TN)
MN
12/09/2020 - 04/05/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NE
02/22/2018 - 11/10/2020
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
TN
09/04/2015 - 02/22/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CO
06/15/2015 - 09/25/2015
CURIAN CLEARING, LLC (DENVER CO)
TN
04/11/2013 - 06/08/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NJ
11/07/2007 - 04/19/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/20/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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