Unclaimed
Nathan Hartwig is a financial professional with over 3 years of experience in the financial industry. He has been registered with the state of Pennsylvania as a Registered Representative and Investment Advisor Representative. Nathan is currently with TIAA-CREF Individual & Institutional Services, LLC and has worked there since April of 2023. Prior to this, he worked with Edward Jones, a financial services company, and in a variety of other fields. Nathan has passed Series 66, 7TO, and SIE exams. He is currently licensed in 51 states and the District of Columbia.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
05/16/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
PA
11/20/2018 - 03/31/2022
EDWARD JONES (HARRISBURG PA)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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