Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Vandas is a financial advisor with Wells Fargo Clearing Services, LLC. Nathan has been in the financial industry since 2013. Nathan is registered with the state of Colorado as an Investment Advisor Representative. Nathan has a Series 7, 6, 10, 9, 24, 63, and 65 license. Nathan is currently associated with the Denver branch of Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Nathan worked with BANCWEST INVESTMENT SERVICES, INC. and Wells Fargo Advisors, LLC. Nathan has experience in financial planning, portfolio management, and investment consulting.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CO
08/11/2022 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
12/03/2015 - 03/28/2022
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
CO
06/28/2013 - 11/25/2015
WELLS FARGO ADVISORS, LLC (ENGLEWOOD CO)
IA
Issued 01/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nathan Vandas is the right advisor for you? Invested Better is here to help.
