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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Kalil is an Investment Advisor Representative with Singer Wealth Advisors LLC. Nathaniel has been in the financial services industry for over 4 years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Nathaniel holds the Series 63, Series 65, and Series 6TO licenses, and is also a licensed insurance agent. Nathaniel specializes in providing financial planning, investment management, and insurance services to clients. Nathaniel is committed to helping clients achieve their financial goals. Nathaniel has been with Singer Wealth Advisors LLC since July 2024. Previously, Nathaniel was with Northwestern Mutual Investment Services, LLC.
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.
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.
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FL
07/26/2024 - Present
Singer Wealth Advisors LLC (BOCA RATON FL)
FL
08/28/2020 - 07/03/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST PALM BCH FL)
IA
Issued 07/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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