Unclaimed
Nathan Dwyer is a financial advisor who has been in the industry since July 2015. He currently works at Cetera Investment Advisers LLC in Minneapolis, Minnesota. Previously, Nathan worked at Voya Financial Advisors, Inc. and LPL Financial LLC. Nathan is a registered representative and investment advisor representative in Minnesota. He holds the Series 66, Series 7 and SIE exams. Nathan is a strong advocate for financial planning and portfolio management for businesses and individuals.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
12/07/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MINNEAPOLIS MN)
MN
06/18/2015 - 10/27/2017
LPL FINANCIAL LLC (MINNETONKA MN)
BOTH
Issued 07/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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