Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathanael? Claim Your ProfileNathanael Mark Southard is a financial advisor currently registered with Tiaa-Cref Individual & Institutional Services, LLC in Highlands Ranch, Colorado. Nathanael has been in the industry since August 25, 2013. Nathanael is also registered as an investment advisor representative in Colorado. Previously, Nathanael worked with Scottrade, Inc. in Westminster, Colorado.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
02/02/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Highlands Ranch CO)
CO
08/20/2013 - 11/19/2014
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 02/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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