Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Baldwin is a financial advisor with Edelman Financial Engines. Nathan has over 20 years of experience in the financial services industry. Nathan's certifications include Certified Financial Planner and Chartered Financial Analyst. Nathan is registered with the state of Massachusetts and Texas as an Investment Advisor Representative. Nathan is also a member of the Judge Baker Children's Center Investment Committee.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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MA
11/03/2023 - Present
Edelman Financial Engines (QUINCY MA)
MA
04/26/2021 - 11/15/2023
LION STREET FINANCIAL, LLC (Quincy MA)
MA
01/05/2021 - 04/12/2021
GW & WADE ASSET MANAGEMENT COMPANY, LLC (Needham MA)
MA
11/05/2001 - 01/04/2021
COMMONWEALTH FINANCIAL NETWORK (NEEDHAM MA)
BC
Issued 07/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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