Unclaimed
Nathaniel Edward Bobenchik is a financial professional with over 15 years of experience in the industry. Nathaniel has a Series 6, 7 and 63 license and is currently registered with AMG Distributors, Inc. Previous employers include Janney Montgomery Scott LLC, Hartford Life Distributors, LLC and Planco Financial Services, LLC. Nathaniel has worked in the Stamford, CT area since 2012.
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
CT
08/24/2010 - Present
AMG Distributors, Inc. (STAMFORD CT)
PA
07/22/2010 - 09/09/2010
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
10/19/2009 - 03/02/2010
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
PA
11/04/2004 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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