Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Peter Strode is an investment advisor representative at Wells Fargo Clearing Services, LLC. Nathan is licensed to offer investment advice in multiple states. Nathan's professional background includes previous roles with MetLife Securities Inc. and Target. Nathan has also worked as an investment advisor representative with Wells Fargo Advisors, LLC. Nathan has been in the securities industry for several years and has a wide range of experience in financial planning, portfolio management, and investment consulting. Nathan is committed to providing personalized advice to help his clients achieve 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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
01/06/2017 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
02/19/2015 - 04/28/2016
METLIFE SECURITIES INC. (WINSTON-SALEM NC)
BOTH
Issued 02/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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