Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Bedell is a financial advisor with Stifel, Nicolaus & Company, Inc. Nathan has been in the financial services industry for over 19 years, beginning his career with Compass Brokerage, Inc. in 2004. He has held both registered representative and principal roles, holding Series 7, 24, and 63 licenses. Nathan is licensed in over 20 states, including Alabama, Arizona, California, Delaware, Florida, Georgia, Kansas, Kentucky, Louisiana, Maryland, Mississippi, Nevada, New Mexico, New York, North Carolina, Oregon, South Carolina, Tennessee, Texas, and Virginia. Nathan specializes in working with individuals, high net worth individuals, corporations, investment companies, and pooled investment vehicles.
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
AL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM AL)
AL
06/14/2007 - 06/05/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
AL
07/20/2004 - 06/11/2007
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 07/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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