Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Cruz is a financial advisor with Creative Financial Designs, Inc. Nathan has been in the financial industry since 2014. Nathan holds a Series 66, Series 7, and SIE license. Nathan works with individuals, families, and businesses to develop financial plans that meet their specific needs. Nathan is also a registered investment advisor in several states. Nathan is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
IN
07/27/2015 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
CA
10/14/2014 - 07/24/2015
NEXT FINANCIAL GROUP, INC. (HOLLISTER CA)
BOTH
Issued 12/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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