Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Roderick is a financial advisor with Fidelity Personal and Workplace Advisors. Nathan has been in the financial services industry since September 12, 2021 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He is a licensed securities professional in 53 states and the District of Columbia, and is qualified to provide investment advice in both Broker-Dealer and Investment Advisor capacities. Nathan specializes in providing financial planning, portfolio management, and other investment-related services to both individuals and businesses. He can also help individuals and businesses select other advisors, as well as create educational seminars.
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.
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.
1
2
UT
08/25/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 08/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Nathan Roderick is the right advisor for you? Invested Better is here to help.
