Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Jackson Bence is a financial advisor with over 5 years of experience in the industry. Nathaniel is currently registered with LPL Financial LLC in Fargo, North Dakota. Previously, Nathaniel has worked for TD Ameritrade Clearing, Inc., TD Ameritrade, Inc. and United Planners' Financial Services of America a Limited Partner. Nathaniel specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nathaniel offers a range of services, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ND
12/22/2020 - Present
LPL Financial LLC (FARGO ND)
ND
04/03/2018 - 09/23/2020
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (FARGO ND)
NE
04/27/2016 - 03/28/2018
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
08/04/2015 - 03/28/2018
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 01/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2016
Series 4 - Registered Options Principal Examination
BC
Issued 06/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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