Unclaimed
Nathan Scholes is a registered representative with Fifth Third Securities, Inc. Nathan has been in the securities industry since May 11, 2012 and has been registered with Fifth Third Securities, Inc. since March 30, 2018. Prior to working with Fifth Third Securities, Inc., Nathan worked with CETERA ADVISOR NETWORKS LLC and EDWARD JONES. Nathan has licenses for Series 66, Series 7 and SIE. Nathan is registered in 22 states. Nathan specializes in providing financial planning services, portfolio management for individuals and businesses, selection of other advisors and offers a sponsor wrap fee program.
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.
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.
Sponsor wrap fee program
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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2
IL
03/30/2018 - Present
Fifth Third Securities, Inc. (MARION IL)
IL
10/13/2014 - 09/05/2017
CETERA ADVISOR NETWORKS LLC (EFFINGHAM IL)
IL
10/20/2011 - 10/14/2014
EDWARD JONES (TAYLORVILLE IL)
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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