Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Woodward is a financial advisor with LPL Financial LLC. Nathan has been in the financial services industry since 2001. He has a Series 7, Series 6, Series 63, and Series 65 license, and is registered to provide securities and investment advisory services in 13 states. Nathan has experience working with individuals, families, and businesses to provide financial planning, investment management, and insurance services.
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.
Consulting and other non-discretionary advisory services
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.
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2
UT
08/01/2019 - Present
LPL Financial LLC (COTTONWOOD HEIGHTS UT)
UT
03/25/2014 - 07/31/2019
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
UT
04/16/2010 - 06/30/2011
MML INVESTORS SERVICES, LLC (HOLLADAY UT)
UT
09/20/2001 - 01/19/2010
MML INVESTORS SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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