Unclaimed
Nathan Charles Sjostrom is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Nathan holds the Series 7 and SIE securities licenses. Nathan is a registered representative in Colorado and began his career in the securities industry on September 20, 2018. Nathan specializes in providing financial planning and investment advice to individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
09/21/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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