Unclaimed
Nathan Dwyer is a financial advisor with Cetera Investment Advisers LLC based in Minneapolis, Minnesota. Nathan has been working in the financial services industry since 2015. Nathan is registered as a registered representative and investment advisor representative with the state of Minnesota. His previous experience includes roles with VOYA FINANCIAL ADVISORS, INC. and LPL FINANCIAL LLC. Nathan is a licensed Series 7 and Series 66 representative. He also holds the SIE exam.
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 7/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Dwyer is the right advisor for you? Invested Better is here to help.