Unclaimed
Nathan Rachwitz is a financial advisor with First Command Advisory Services. Nathan has been in the financial services industry since 2009. Nathan is registered with the states of Iowa, Minnesota, Missouri, and Nebraska. Nathan is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Nathan holds the Series 6, Series 63, and Series 65 licenses. Nathan specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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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TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 09/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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