Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Cooper is a financial advisor with over 10 years of experience in the financial services industry. Nathaniel holds a Series 66, Series 7TO, and SIE license and is registered with FINRA and the state of Pennsylvania. He is also an Investment Advisor Representative and is registered with the state of Oklahoma, Pennsylvania, and Texas. He is affiliated with Thrivent Investment Management Inc. and is currently based in Exton, Pennsylvania. Nathaniel has extensive experience providing financial planning and portfolio management services for individuals and businesses.
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.
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.
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2
PA
08/29/2024 - Present
Thrivent Investment Management Inc. (Exton PA)
BOTH
Issued 03/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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