Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Ward Clark is a financial advisor with over 17 years of experience in the financial services industry. Nathan is currently registered with Ameriprise Financial Services, LLC and has been with Ameriprise for over four years. Nathan is a Series 66 and Series 7 licensed professional. Before joining Ameriprise, Nathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., LaSalle Financial Services, Inc., Fifth Third Securities, Inc., and Raymond James & Associates, Inc.. Nathan has specializations in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, 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.
Asset allocation services
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.
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2
MI
09/13/2019 - Present
Ameriprise Financial Services, LLC (East Lansing MI)
MI
10/23/2009 - 09/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST LANSING MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LANSING MI)
MI
04/13/2007 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (LANSING MI)
MI
01/17/2007 - 04/12/2007
FIFTH THIRD SECURITIES, INC. (LANSING MI)
MI
01/19/2006 - 11/16/2006
RAYMOND JAMES & ASSOCIATES, INC. (EAST LANSING MI)
BOTH
Issued 02/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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