Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Gunderson is a financial advisor with Robert W. Baird & Co. Inc. Nathan has been in the financial services industry since 2020. Nathan has been registered with the Securities and Exchange Commission as a broker-dealer and an investment advisor representative. Nathan is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Nathan has a series 7, series 66, and SIE licenses. Nathan has experience in various financial service sectors such as insurance companies, investment companies, charitable organizations, and high-net-worth 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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
AZ
09/16/2020 - Present
Robert W. Baird & Co. Inc. (SCOTTSDALE AZ)
BOTH
Issued 08/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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