Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Rodgers is a financial advisor with LPL Financial LLC. Nathan has been in the industry for over 20 years and has held previous roles with CUNA BROKERAGE SERVICES, INC., NATIONWIDE SECURITIES, LLC, THE HUNTINGTON INVESTMENT COMPANY, NATCITY INVESTMENTS, INC., PNC INVESTMENTS, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Nathan is registered to offer securities and investment advisory services in Florida, Illinois, Kentucky, Maryland, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Nathan holds the Series 66, Series 7, and SIE licenses. Nathan specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
05/18/2022 - Present
LPL Financial LLC (Sarver PA)
PA
05/06/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Sarver PA)
PA
09/04/2009 - 05/01/2014
NATIONWIDE SECURITIES, LLC (BULTER PA)
PA
10/29/2008 - 08/11/2009
THE HUNTINGTON INVESTMENT COMPANY (NEW CASTLE PA)
PA
05/11/2006 - 10/21/2008
NATCITY INVESTMENTS, INC. (BUTLER PA)
PA
10/13/2004 - 04/26/2006
PNC INVESTMENTS (BUTLER PA)
MN
10/07/2003 - 09/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/07/2003 - 09/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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