Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Bopp is a financial advisor with Captrust. Nathan has been in the financial services industry for over 20 years. Nathan is registered with the state of Ohio and holds the Series 66, Series 7, and Series 31 securities licenses. Nathan is also a Certified Financial Planner. Before joining Captrust, Nathan was a financial advisor at Cornerstone Capital Advisors in Uniontown, OH. Nathan has experience working with a variety of clients, including individuals, families, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
05/22/2019 - Present
Captrust (Uniontown OH)
OH
07/06/2005 - 10/09/2007
CHASE INVESTMENT SERVICES CORP. (MASSILLON OH)
IL
10/21/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
01/29/2002 - 10/05/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
09/14/2000 - 01/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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