Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Dendy is a financial advisor at Sagespring Wealth Partners. Nathan has been in the financial industry since February 2022 and holds the Series 7TO, SIE, and Series 66 licenses. Nathan works with both high-net-worth individuals and individuals other than high-net-worth. Nathan specializes in retirement planning, college savings, and estate planning.
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.
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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2
AL
05/19/2022 - Present
Sagespring Wealth Partners (Homewood AL)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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