Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Kriplin is a financial advisor at Northbridge Financial Group, LLC. Nathan has been a financial advisor for over 2 years. Nathan holds the Series 7, Series 66, and SIE licenses. Nathan is also a Certified Financial Planner. Nathan's areas of expertise include financial planning, portfolio management for individuals, and pension consulting. Nathan has a strong background in the financial services industry and is committed to providing clients with personalized financial advice.
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.
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
FL
07/11/2023 - Present
Northbridge Financial Group, LLC (TAMPA FL)
NY
01/04/2021 - 06/23/2022
GOLDMAN SACHS & CO. LLC (COHOES NY)
NY
08/07/2020 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 09/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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