Unclaimed
Nathan Lawson Strietbeck is a financial advisor with LPL Financial LLC. Nathan is a registered representative and investment advisor representative with over three years of experience in the financial services industry. Nathan has a Series 63, Series 65, Series 7 and SIE licenses. Nathan holds the following designations: [Insert Designation]. Nathan has expertise in [Insert specializations]. Nathan specializes in working with individuals and businesses. Nathan has a Bachelor of Science degree from West Virginia University.
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.
1
2
WV
03/25/2024 - Present
LPL Financial LLC (RIDGELEY WV)
IA
Issued 08/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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