Unclaimed
Nathan F. Rogero is a financial advisor with Commonwealth Financial Network. Nathan has been in the financial services industry for over 12 years and has a diverse background in securities, advisory, and insurance. Nathan's expertise includes financial planning, portfolio management for individuals and businesses, and providing educational seminars to help clients reach their financial goals. Nathan is committed to providing personalized and tailored advice to help his clients achieve their financial objectives.
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.
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
FL
03/07/2023 - Present
Commonwealth Financial Network (Jacksonville FL)
FL
04/09/2019 - 03/01/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
NC
01/03/2018 - 04/08/2019
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
FL
07/26/2012 - 01/10/2018
MML INVESTORS SERVICES, LLC (JACKSONVILLE FL)
BC
Issued 10/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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