Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Darryl Poorbaugh is a financial advisor with Key Investment Services LLC. Nathan has been in the financial services industry since 2013. Nathan is registered with FINRA and is also licensed as an Investment Advisor Representative. Nathan has a strong background in financial planning and investment management. Nathan is committed to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/19/2017 - Present
KEY Investment Services LLC (BROOKLYN OH)
PA
07/11/2016 - 09/21/2016
LPL FINANCIAL LLC (CONNELLSVILLE PA)
UT
08/18/2015 - 07/13/2016
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
PA
08/03/2012 - 01/29/2015
SAGEPOINT FINANCIAL, INC. (OAKMONT PA)
IA
Issued 03/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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