Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Bengali is an Investment Advisor Representative registered in California and Colorado. He is currently employed by Compound Planning and has been in the industry since June 2014. Nathan has a Series 65 license, which is a uniform investment adviser law examination. Nathan specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses.
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.
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.
Selection of other advisers
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2
CO
01/26/2024 - Present
Compound Planning (Denver CO)
IA
Issued 05/14/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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