Unclaimed
Nathan Sanders is a financial advisor with over 25 years of experience in the industry. Nathan is registered with Cetera Investment Advisers LLC. Nathan has a wide range of experience in the financial services industry, including experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Voya Financial Advisors. Nathan holds Series 63, 65, 7 and 31 licenses, as well as the SIE exam. Nathan's primary office location is in Greenville, South Carolina.
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENVILLE SC)
SC
05/26/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GREENVILLE SC)
SC
10/01/2000 - 06/01/2017
WELLS FARGO CLEARING SERVICES, LLC (EASLEY SC)
NC
01/19/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
10/08/1997 - 01/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/7/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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