Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Paul Bardin is a financial advisor with Edelman Financial Engines. Nathan has been in the financial services industry since 2015 and has worked with both BIC Distributors, LLC and Financial Engines Advisor, LLC. Nathan holds licenses to provide financial advice in Arizona and Texas and is a registered representative of Edelman Financial Engines. Nathan has earned the Series 6, Series 63, and Series 65 licenses and the SIE examination. He has a track record of providing financial advice to individuals and families, as well as small businesses. Nathan specializes in financial planning, retirement planning, and investment management.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
02/27/2020 - Present
Edelman Financial Engines (PHOENIX, AZ)
AZ
02/02/2015 - 06/06/2016
BIC DISTRIBUTORS, LLC (PHOENIX AZ)
IA
Issued 08/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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