Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Bobeck is a financial advisor with over 14 years of experience in the financial services industry. Nathaniel has a wide range of experience and holds several licenses and certifications, including the Series 7, Series 10, Series 9, Series 31, Series 66, and Series 99TO. Nathaniel also has a designation as a Certified Financial Planner. Nathaniel is currently registered with Alliancebernstein LP and previously worked for Sanford C. Bernstein & Co., LLC. Nathaniel is licensed to provide advisory services in 53 states and the District of Columbia.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
09/09/2014 - Present
Alliancebernstein LP (SEATTLE WA)
NY
11/14/2008 - 12/21/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 11/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/29/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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