Unclaimed
Nathan Sanford Cobert is a financial advisor at Equitable Advisors, LLC. Nathan has been in the industry since October 4, 1989. Nathan is licensed to provide financial advice in California, Florida, Hawaii, Nevada, New Hampshire, New Jersey, New York, Oregon, and Virginia. Nathan is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Nathan specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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
CA
01/16/2020 - Present
Equitable Advisors, LLC (SAN RAFAEL CA)
NY
10/05/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nathan Cobert is the right advisor for you? Invested Better is here to help.