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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Whitson is an investment advisor representative for Maner Wealth. Nathan Whitson has been in the industry since 2004. Nathan Whitson has a Series 6, Series 63, Series 65 and SIE. Nathan Whitson specializes in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Nathan Whitson is currently registered with the state of Michigan. Prior to joining Maner Wealth, Nathan Whitson was employed by TRIAD ADVISORS LLC and INVEST FINANCIAL CORPORATION.
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.
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2
MI
10/21/2020 - Present
Maner Wealth (LANSING MI)
MI
08/16/2018 - 11/05/2020
TRIAD ADVISORS LLC (East Lansing MI)
MI
06/17/2004 - 11/03/2016
INVEST FINANCIAL CORPORATION (E. Lansing MI)
IA
Issued 03/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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