Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Cedarleaf is a financial advisor with Cetera Investment Advisers LLC. Nathan has been in the financial industry for over 20 years and is a CERTIFIED FINANCIAL PLANNER™. Nathan's previous experience includes roles at Fidelity Brokerage Services LLC, The Huntington Investment Company, Raymond James Financial Services, Inc., NATCITY INVESTMENTS, INC., and Investors Brokerage Services, Inc.. Nathan has a wide range of experience and expertise, and is committed to providing personalized financial advice to his clients. Nathan is registered to provide investment advice in Georgia, Indiana and Ohio.
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.
1
2
OH
02/08/2021 - Present
Cetera Investment Advisers LLC (TROY OH)
OH
11/09/2012 - 05/04/2020
FIDELITY BROKERAGE SERVICES LLC (BEAVERCREEK OH)
OH
05/06/2010 - 10/11/2012
THE HUNTINGTON INVESTMENT COMPANY (SPENCERVILLE OH)
OH
03/20/2009 - 10/08/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (LIMA OH)
IN
02/22/2008 - 01/21/2009
NATCITY INVESTMENTS, INC. (NEW HAVEN IN)
OH
12/10/2003 - 02/08/2008
THE HUNTINGTON INVESTMENT COMPANY (LIMA OH)
IL
10/17/2001 - 11/25/2003
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
CT
02/13/2001 - 06/05/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
IA
Issued 09/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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