Unclaimed
Nathan Meyer is a registered investment advisor representative with Caitlin John, LLC and A Smarter Way To Invest, Inc., both located in Brighton, Michigan. Nathan holds a Series 65 license and has been active in the investment advisory industry since 2020. Nathan specializes in financial planning, portfolio management, and providing educational seminars. Nathan is also the director of RIA Business Operations for the Entry Point Advisor Network.
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.
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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MI
01/25/2022 - Present
Caitlin John (BRIGHTON MI)
IA
Issued 02/13/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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