Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Samek is a financial advisor with over 15 years of experience in the industry. Nathan has a strong track record of providing investment advice to a wide range of clients, including individuals, families, and institutions. He is a Certified Financial Planner™ and holds Series 6, 7, 31, and 66 licenses. Nathan is currently employed by Robert W. Baird & Co. Inc. and previously held positions at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Nathan's specialties include financial planning, portfolio management, and investment advisory services. Nathan Samek's focus is on helping clients reach their financial goals.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
07/11/2024 - Present
Robert W. Baird & Co. Inc. (Boulder CO)
CO
06/01/2009 - 05/26/2011
MORGAN STANLEY SMITH BARNEY (BOULDER CO)
CO
05/09/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOULDER CO)
CO
02/05/2008 - 03/24/2008
CHASE INVESTMENT SERVICES CORP. (ARVADA CO)
BOTH
Issued 05/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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