Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Gerze is a registered investment advisor representative with First Trust Advisors LP. Nathan is licensed to provide investment advice in Illinois and Tennessee. Nathan has been in the financial services industry since July 2020. Nathan is a graduate of Wheaton College and has a background in finance and investment management. Nathan is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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TN
09/11/2023 - Present
First Trust Advisors LP (FRANKLIN TN)
BOTH
Issued 08/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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