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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Cultice is a financial advisor at Castle Wealth Planning. Nathan has over 25 years of experience in the financial services industry. Nathan is a Certified Financial Planner and holds Series 7 and Series 63 licenses. He is registered to provide investment advice in California and Texas. Castle Wealth Planning, is a registered investment advisor, specializing in financial planning, pension consulting, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
08/29/2021 - Present
Castle Wealth Planning (SANTA BARBARA CA)
NY
11/25/1997 - 04/12/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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