Unclaimed
Nathaniel Bridgers is an investment advisor representative with Blackrock Investment Management, LLC. Nathaniel is registered with both FINRA and the SEC as an investment advisor representative. Nathaniel is also registered with 53 states and the District of Columbia as a broker-dealer. Nathaniel has been in the financial services industry for over 6 years and holds the Series 63, Series 65, Series 7 and SIE licenses. Nathaniel focuses on portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Nathaniel has a strong track record of success in helping clients achieve their financial goals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
04/22/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
ME
09/21/2023 - 01/08/2024
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NC
03/08/2018 - 07/27/2023
MORGAN STANLEY (CHAPEL HILL NC)
NC
10/10/2017 - 03/08/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 06/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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