Unclaimed
Nathan Goddard is an investment advisor representative registered with Bankers Life Advisory Services, Inc. Nathan has been in the financial services industry for over 12 years. Nathan has series 66, 7TO and SIE licenses and specializes in Financial Planning, Educational Seminars, Portfolio Management for Individuals and Selection of Other Advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Non-discretionary investment consulting services
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2
IL
03/24/2022 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
BOTH
Issued 02/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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