Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Randolph Bailey is an investment advisor representative with Conrad Siegel Investment Advisors. Nathan has been working in the financial industry for over 6 years, and has experience working with a variety of clients, including individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and state or municipal government entities. Nathan has a strong understanding of financial markets and investment strategies, and is committed to providing his clients with personalized financial advice and guidance. Nathan holds a Series 7 and Series 66 license and is registered to provide investment advice in Pennsylvania. Before joining Conrad Siegel Investment Advisors, Nathan was employed by Citizens Securities, Inc. and Ameriprise Financial Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401(k) participant consulting and educational services
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.
1
2
PA
06/18/2021 - Present
Conrad Siegel Investment Advisors (HARRISBURG PA)
PA
03/09/2021 - 06/02/2021
CITIZENS SECURITIES, INC. (MECHANICSBURG PA)
PA
10/03/2019 - 12/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (GREENSBURG PA)
PA
02/26/2019 - 09/23/2019
CITIZENS SECURITIES, INC. (TURTLE CREEK PA)
PA
08/10/2018 - 01/17/2019
MML INVESTORS SERVICES, LLC (MECHANICSBURG PA)
BOTH
Issued 02/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Nathan Bailey is the right advisor for you? Invested Better is here to help.
