Unclaimed
Nathan Robert Clark is an investment advisor representative with Eagle Strategies LLC, registered in Iowa and Texas. Nathan has been in the financial services industry since May 2009 and has experience working with a variety of clients, including individuals, families, and businesses. Nathan is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals. Nathan holds Series 6, 7, 24, 63 and 66 licenses, and is also licensed as an insurance broker.
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.
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.
1
2
IA
05/12/2022 - Present
Eagle Strategies LLC (ADEL IA)
BOTH
Issued 08/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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