Unclaimed
Nathan Kunkle is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Nathan has been in the financial services industry since December 2014. Nathan is licensed in 34 states and offers financial planning and portfolio management services to individuals, businesses, pension plans, and charitable organizations. Nathan also provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
IL
02/04/2020 - Present
Wells Fargo Advisors Financial Network, LLC (PEORIA IL)
BOTH
Issued 02/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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