Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Kosman is a financial advisor with over 25 years of experience in the financial services industry. Nathan is a registered representative of Cambridge Investment Research Advisors, Inc. and has been with the firm since 2017. Nathan has a wide range of experience and expertise in financial planning, portfolio management, and investment advisory services. Nathan's expertise has allowed him to serve the financial needs of individual investors, families, and businesses across the country.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/18/2017 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
05/01/2007 - 10/19/2017
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
OH
04/29/1999 - 05/09/2007
MUTUAL SERVICE CORPORATION (CINCINNATI OH)
OH
01/09/1997 - 04/29/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IA
Issued 02/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Kosman is the right advisor for you? Invested Better is here to help.
