Unclaimed
Nathanael Ozeck is a financial professional with over 15 years of experience in the industry. Currently registered with Ameritas Investment Company, LLC, Nathanael is licensed to conduct business in Nebraska and Pennsylvania. Nathanael previously worked at Vanguard Marketing Corporation in Malvern, PA. Nathanael holds the Series 6, 7, 24, 63 and 66 licenses.
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.
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.
1
2
NE
02/15/2023 - Present
Ameritas Investment Company, LLC (LINCOLN NE)
PA
08/23/2019 - 06/28/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
01/24/2008 - 09/01/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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