Unclaimed
Nathanael Grieco is a financial advisor with Bankers Life Advisory Services, Inc. Nathanael has been in the industry since 2018 and has a Series 63, 65 and 7 licenses as well as a SIE designation. He has expertise in financial planning, portfolio management for individuals and educational seminars. Nathanael is registered with the state of Florida, Kansas, Kentucky, Missouri, Nebraska, Oklahoma and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
KS
10/17/2024 - Present
Bankers Life Advisory Services, Inc. (TOPEKA KS)
IA
Issued 12/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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