Unclaimed
Nathan Scott Duell is a financial professional with over 8 years of experience in the financial services industry. Nathan is currently registered as a Registered Representative and Investment Advisor Representative with Bankers Life Advisory Services, Inc. Nathan provides financial planning and portfolio management services to individuals and families. Nathan is committed to helping his clients achieve their financial goals and objectives.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
MI
03/19/2024 - Present
Bankers Life Advisory Services, Inc. (Traverse City MI)
IA
Issued 03/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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