Unclaimed
Nathan Davis Brown is a financial advisor with Ameriprise Financial Services, LLC. Nathan has been working in the industry since April 19, 2001. Nathan is licensed to provide financial advice in 14 states, including North Carolina, where Nathan is registered as both a broker-dealer and an investment advisor. Nathan is also licensed to provide financial advice in California, Colorado, Florida, Georgia, Maine, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NC
09/28/2005 - Present
Ameriprise Financial Services, LLC (Raleigh NC)
MN
04/19/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Brown is the right advisor for you? Invested Better is here to help.