Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Watson is a financial advisor with Creative Planning, LLC. Nathan has been in the financial industry for over 7 years and has a broad background in financial planning, investment management, and retirement planning. Nathan's expertise spans a range of client types, including individuals, businesses, and trusts. Nathan holds the Series 7, Series 66, and SIE licenses. Nathan has a strong commitment to providing clients with personalized financial advice that meets their individual needs.
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.
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2
KS
12/17/2021 - Present
Creative Planning (OVERLAND PARK KS)
MO
05/04/2021 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (ST. LOUIS MO)
CO
02/04/2020 - 05/17/2021
THE LEADERS GROUP, INC. (LITTLETON CO)
IL
08/14/2017 - 07/19/2018
AXA ADVISORS, LLC (SPRINGFIELD IL)
BOTH
Issued 10/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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