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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Lindemeyer is a financial advisor with over 20 years of experience in the industry. Nathan is registered with Cambridge Investment Research Advisors, Inc. and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, and charitable organizations. Nathan has been a registered representative with Cambridge since 2005. Before joining Cambridge, Nathan was registered with Allmerica Investments, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KY
03/25/2021 - Present
Cambridge Investment Research Advisors, Inc. (PEWEE VALLEY KY)
MA
04/01/1999 - 11/02/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
12/18/1997 - 05/18/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/18/1997 - 05/18/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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