Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Douglas Golz is a financial professional with over 20 years of experience in the financial services industry. Nathan is currently registered with Wells Fargo Clearing Services, LLC and has been associated with the firm since 2008. Nathan has a wide range of experience, including previous roles with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Nathan specializes in providing investment advisory services to individual and institutional clients. Nathan holds Series 7, 63 and 66 securities licenses and is registered in multiple states across the country.
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.
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.
Investment consulting services to institutional clients
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
SD
09/02/2016 - Present
Wells Fargo Clearing Services, LLC (ABERDEEN SD)
MO
01/01/2008 - 09/09/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
08/05/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
07/13/2001 - 07/01/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 10/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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