Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Martin Bays iii is a registered representative with Citigroup Global Markets Inc. Nathaniel is a financial professional with over 10 years of experience in the securities industry. Nathaniel has been registered with the firm since December 2019 and previously worked at Keybanc Capital Markets Inc. and Cain Brothers & Company, LLC. Nathaniel's professional certifications include the Series 63, 52TO, SIE, 50 and 79. Nathaniel has specialized expertise in the areas of asset allocation, financial planning, pension consulting, and publication of periodicals. Nathaniel has held various positions within the firm that have developed his expertise. Nathaniel is committed to providing clients with the best possible service and investment advice.
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.
Asset allocation advice
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.
1
2
VA
12/24/2019 - Present
Citigroup Global Markets Inc. (Reston VA)
NY
12/22/2017 - 03/18/2019
KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)
NY
05/22/2017 - 12/22/2017
CAIN BROTHERS & COMPANY, LLC (NEW YORK NY)
BC
Issued 06/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/22/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
Not sure Nathaniel Bays iii is the right advisor for you? Invested Better is here to help.
