Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Gourd is a financial advisor with Cambridge Investment Research Advisors, Inc., in Norwood, MA. Nathan has been in the financial industry since 2021. Nathan specializes in financial planning, portfolio management, and investment advisory services. Nathan has been registered as a financial advisor in the state of Massachusetts. Nathan holds the Series 7, Series 63, and Series 65 licenses. Nathan is also a Chartered Financial Analyst.
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.
Solicitation fees from 3rd party money managers
1
2
MA
11/15/2023 - Present
Cambridge Investment Research Advisors, Inc. (Norwood MA)
MA
07/09/2021 - 10/25/2023
MML INVESTORS SERVICES, LLC (BOSTON MA)
VT
02/27/2021 - 06/25/2021
NYLIFE SECURITIES LLC (COLCHESTER VT)
IA
Issued 07/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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