Unclaimed
Nathan Smedley is an active investment advisor representative at LPL Financial LLC. Nathan has been in the industry since January 24, 2005. Nathan works out of the Kennett Square, PA office. Prior to joining LPL Financial LLC, Nathan was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from January 24, 2005, to April 29, 2009. Nathan holds the Series 66, Series 24, SIE, and Series 7 licenses. Nathan is registered in Arizona, Colorado, Florida, Georgia, New Jersey, New York, North Carolina, North Dakota, Pennsylvania, South Carolina, Texas, and Washington.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/19/2013 - Present
LPL Financial LLC (KENNETT SQUARE PA)
NJ
01/24/2005 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
BOTH
Issued 02/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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