Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel James Dulde is a financial advisor at Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Nathaniel has over 20 years of experience in the financial services industry. Nathaniel is a Series 7, Series 55, Series 63, and SIE licensed representative. Nathaniel has been registered with the state of Wisconsin since 2/18/2003, and has a registration history with multiple other states. Nathaniel also has a history of employment with various firms including J.P. Morgan Securities Inc. and Tucker Anthony Incorporated. Nathaniel specializes in portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
WI
02/18/2003 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
NY
05/01/2001 - 02/05/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/15/2000 - 02/05/2001
CHASE SECURITIES INC. (NEW YORK NY)
MA
11/01/1999 - 06/16/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
WI
09/22/1999 - 11/01/1999
TUCKER ANTHONY CLEARY GULL (MILWAUKEE WI)
BC
Issued 09/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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