Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Neill is an investment advisor representative with The Mather Group, LLC. Nathaniel has been in the financial services industry since 2015. Nathaniel holds a Series 66, Series 63, Series 7 and Series 9 license. Nathaniel has been registered with the state of Arizona since 2021 and the state of California since 2021. Nathaniel has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CHARLES SCHWAB & CO., INC.. Nathaniel is a licensed investment advisor representative and holds a bachelor’s degree in finance from Arizona State University. Nathaniel has extensive experience in financial planning, portfolio management and providing financial advice. Nathaniel is committed to providing clients with personalized financial advice that meets their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of total net worth
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2
AZ
01/03/2025 - Present
THE Mather Group, LLC (Phoenix AZ)
AZ
09/04/2020 - 08/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
03/10/2015 - 07/16/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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