Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Breidinger is a financial advisor with Cambridge Investment Research Advisors, Inc. Nathan has been working in the financial services industry since 2011. Nathan has a Series 6, 7, 63 and 65 license, and the SIE exam. Nathan has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Nathan's previous experience includes working at VOYA FINANCIAL ADVISORS, INC. and GLP INVESTMENT SERVICES, LLC. Nathan provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Nathan also holds an independent insurance agent license. Nathan has experience working with a variety of investment products, including mutual funds, stocks, bonds, and insurance products.
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
MI
06/13/2024 - Present
Cambridge Investment Research Advisors, Inc. (Bay City MI)
MI
09/06/2012 - 02/04/2019
VOYA FINANCIAL ADVISORS, INC. (SAGINAW MI)
MI
10/26/2011 - 09/10/2012
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
IA
Issued 09/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Breidinger is the right advisor for you? Invested Better is here to help.
