Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Arnold Turner has been in the financial services industry since June 1997. Nathaniel is currently registered with Osaic Wealth, Inc. in Zionsville, Indiana and holds Series 63, 7 and SIE licenses. Nathaniel has previously been registered with Signator Investors, Inc., Transamerica Financial Advisors, Inc., Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Nathaniel is a licensed insurance agent in addition to his advisory role and has experience working with clients in Indiana, Arizona, Florida, Georgia, Illinois, Missouri, Montana, and New York. Nathaniel has a background in providing investment advice for individuals, businesses, charitable organizations, and pension and profit-sharing plans. Nathaniel is also a freelance writer and public speaker.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
IN
11/02/2018 - Present
Osaic Wealth, Inc. (Zionsville IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
IN
05/27/2005 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CARMEL IN)
IN
06/11/1997 - 06/02/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/11/1997 - 06/02/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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