Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Cole Wells is a financial advisor with over 15 years of experience in the industry. Nathan currently works with Cetera Investment Advisers LLC. Nathan has previously worked with VOYA FINANCIAL ADVISORS, INC., MML INVESTORS SERVICES, LLC, and ING FINANCIAL PARTNERS, INC.. Nathan is registered with the state of Illinois as an Investment Advisor Representative. Nathan is also registered with the state of Texas as an Investment Advisor Representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (MORRISON IL)
IL
02/02/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MORRISON IL)
IA
07/14/2009 - 12/31/2011
MML INVESTORS SERVICES, LLC (WEST DES MOINES IA)
IL
08/25/2008 - 06/15/2009
ING FINANCIAL PARTNERS, INC. (MORRISON IL)
BOTH
Issued 07/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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