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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Ankney is a financial advisor with Dynamic Wealth Strategies, LLC. Nathan has been a registered investment advisor since June 2013. Prior to joining Dynamic Wealth Strategies, LLC, Nathan was associated with INDEPENDENT FINANCIAL GROUP, LLC, AFA FINANCIAL GROUP, LLC and WACHOVIA SECURITIES, INC. Nathan holds FINRA Series 7, 24 and 63 securities licenses as well as a Series 65 investment advisor representative license. He has a Chartered Financial Analyst designation. Nathan has a strong background in financial planning, portfolio management, and investment advisory services. Nathan works with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. He is passionate about helping his clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/15/2018 - Present
Dynamic Wealth Strategies, LLC (GRANITE BAY CA)
CA
08/06/2008 - 06/14/2013
INDEPENDENT FINANCIAL GROUP, LLC (SAN JOSE CA)
CA
12/12/2007 - 08/06/2008
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
MO
03/24/1997 - 07/23/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 08/10/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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