Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Goodwin is a financial professional with over 19 years of experience in the industry. Nathan is currently registered with Baldwin Brothers LLC in New Hampshire, Massachusetts and Texas. Nathan also worked at Citizens Securities, Inc., Signator Investors, Inc., Lincoln Financial Securities Corporation, BANC of America Investment Services, Inc., Putnam Retail Management Limited Partnership and Fidelity Brokerage Services, Inc. Baldwin Brothers LLC is a financial firm based in Marion, MA and has offices in Keene, NH.
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.
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.
Management fees for limited partnerships
1
2
NH
07/01/2024 - Present
Baldwin Brothers LLC (KEENE NH)
MA
06/09/2016 - 12/16/2022
CITIZENS SECURITIES, INC. (WESTWOOD MA)
MA
08/06/2013 - 06/16/2016
SIGNATOR INVESTORS, INC. (BOSTON MA)
NH
11/01/2007 - 07/26/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
02/03/2005 - 08/29/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (HANOVER NH)
MA
05/09/2000 - 01/26/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
12/11/1998 - 09/14/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 12/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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