Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Tepp is an investment advisor representative at EQ Wealth Management. Nathan has been in the financial services industry since 2015. Nathan holds Series 63, 65, 7 and SIE licenses. Nathan is a Certified Financial Planner. Nathan has experience working with individuals, charitable organizations, and pooled investment vehicles. Nathan is located in Bellevue, WA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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WA
01/06/2020 - Present
EQ Wealth Management (BELLEVUE WA)
WA
06/19/2015 - 01/15/2020
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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