Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathanael? Claim Your ProfileNathanael Spencer is an investment advisor representative who is registered with BFC Planning, Inc. and has been in the industry for a short period of time. Nathanael Spencer has a Series 7TO, Series 66, and SIE license. Nathanael Spencer is registered in Iowa and Texas, and has previously been registered with AW Securities and Fidelity Brokerage Services LLC. Nathanael Spencer is actively involved in the industry and is committed to providing his clients with the best possible service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
TX
08/17/2023 - Present
BFC Planning, Inc. (Fort Worth TX)
CA
07/26/2022 - 08/01/2023
AW SECURITIES (FOLSOM CA)
TX
04/04/2022 - 07/07/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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