Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Sale is an active financial advisor registered with Wells Fargo Clearing Services, LLC. Nathaniel Sale holds the Series 66 and Series 7TO securities licenses. Nathaniel has been in the financial industry since 2021 and has experience working with insurance companies, charitable organizations, high-net-worth individuals, and other corporations or businesses. Nathaniel offers a range of financial services, including portfolio management for businesses and individuals, investment consulting services to institutional clients, financial planning, and pension consulting. Nathaniel is registered with the state of North Carolina as an investment advisor representative.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
02/17/2022 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
BOTH
Issued 02/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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