Unclaimed
Nathan McCardell is a financial advisor with Oneamerica Securities, Inc. Nathan has been in the financial industry since 2006. Nathan has worked for several other firms including LPL Financial LLC, CUNA BROKERAGE SERVICES, INC., PRUCO SECURITIES, LLC., and PARK AVENUE SECURITIES LLC. Nathan is registered with the state of Florida, Ohio, Texas and Wisconsin. Nathan specializes in portfolio management for individuals and businesses. Nathan also offers financial planning, pension consulting, and 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.
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.
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2
IN
01/01/2025 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
FL
05/18/2022 - 02/13/2023
LPL FINANCIAL LLC (TAMPA FL)
FL
12/15/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
10/16/2018 - 10/12/2020
PRUCO SECURITIES, LLC. (TAMPA FL)
FL
06/02/2016 - 10/19/2018
PARK AVENUE SECURITIES LLC (BOCA RATON FL)
IL
08/27/2014 - 01/11/2016
SAGEPOINT FINANCIAL, INC. (DOWNERS GROVE IL)
WI
11/20/2006 - 05/13/2014
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
IA
Issued 04/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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