Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Mark Bohannon is a financial advisor with MKD Wealth. Nathan holds Series 6, 7, and 66 securities licenses and has been in the financial industry since 2009. Nathan's primary focus is providing financial planning and investment management services to individuals and families. Nathan also holds the Certified Financial Planner designation.
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.
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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MI
08/03/2010 - Present
MKD Wealth (AUBURN HILLS MI)
MI
09/15/2009 - 07/29/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (AUBURN HILLS MI)
MI
06/04/2009 - 07/30/2009
SUMMIT BROKERAGE SERVICES, INC. (TROY MI)
BOTH
Issued 11/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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