Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Hooker is a financial advisor with Cambridge Investment Research Advisors, Inc. and has been in the industry since June 9, 2006. Nathan has been registered with KESTRA INVESTMENT SERVICES, LLC, INVEST FINANCIAL CORPORATION, ING FINANCIAL PARTNERS, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Nathan specializes in Portfolio Management for Individuals, Financial Planning, Portfolio Management for Businesses, Pension Consulting, Market Timing Services, Selection of Other Advisers, and Educational Seminars. Nathan has a Series 7, Series 66, and SIE.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
09/18/2020 - Present
Cambridge Investment Research Advisors, Inc. (Kernersville NC)
NC
02/02/2015 - 09/02/2020
KESTRA INVESTMENT SERVICES, LLC (Greensboro NC)
NC
02/08/2013 - 02/10/2015
INVEST FINANCIAL CORPORATION (GREENSBORO NC)
NC
03/05/2009 - 02/11/2013
ING FINANCIAL PARTNERS, INC. (HIGH POINT NC)
NC
05/19/2006 - 02/25/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)
BOTH
Issued 06/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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