Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Brady is a financial advisor with over 10 years of experience in the financial services industry. Nathaniel is registered with Wells Fargo Clearing Services, LLC and holds multiple licenses including Series 7, Series 6, Series 63, and Series 65. Nathaniel specializes in providing investment advisory services to individuals, businesses, and institutions. Nathaniel has a wide range of expertise, including financial planning, portfolio management, and investment consulting. Nathaniel is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
SC
06/05/2024 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
IA
Issued 10/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Nathaniel Brady is the right advisor for you? Invested Better is here to help.
