Unclaimed
Nathan Michael Pendill is an Investment Advisor Representative who has been in the industry since June 28, 2001. Nathan is currently registered with Raymond James Financial Services Advisors, Inc. in Bloomington, Indiana. Previously, Nathan was registered with Edward Jones in Bloomington, Indiana. Nathan has Series 7, Series 63 and Series 66 licenses. Nathan has been registered with the following states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Montana, New Mexico, Ohio, Oklahoma, South Carolina, Texas, Virginia, Washington, and Wisconsin.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
07/07/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bloomington IN)
IN
06/29/2001 - 07/10/2023
EDWARD JONES (BLOOMINGTON IN)
BOTH
Issued 02/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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