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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Biddick is a financial advisor with Avantax Advisory Services. Nathaniel is registered with the state of Texas. Nathaniel has 16 years of experience in the financial services industry and has been with Avantax Advisory Services since October 2019. Nathaniel's previous experience includes working with One 2800 Capital Advisors, LLC and 1st Global Capital Corp. Nathaniel holds the Series 66, Series 7, Series 24, and SIE licenses. Nathaniel is a Certified Financial Planner™ professional.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Denton TX)
IN
08/31/2022 - 11/13/2023
ONE 2800 CAPITAL ADVISORS, LLC (CARMEL IN)
TX
10/30/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
02/23/2007 - 09/14/2007
EDWARD JONES (GARLAND TX)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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