Unclaimed
Nathan Krank is a registered representative with Wells Fargo Clearing Services, LLC. Nathan is a Series 7 and Series 66 licensed representative, and has been working in the financial services industry since 2007. Nathan has extensive experience in providing financial advice and portfolio management to individuals, families, businesses, and institutional clients. Nathan also offers financial planning services, investment consulting services, and pension consulting services.
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.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
10/10/2016 - Present
Wells Fargo Clearing Services, LLC (TEMPE AZ)
AZ
01/04/2007 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (TEMPE AZ)
BOTH
Issued 01/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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