Unclaimed
Nathaniel Michael Gornitzky is a financial professional with over 2 years of experience in the industry. Nathaniel is currently registered with Great Valley Advisor Group, Inc. and is licensed in Florida. Nathaniel holds the Series 66, Series 7TO and SIE securities licenses. Nathaniel has a background in providing financial planning, consulting services, educational seminars and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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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2
FL
08/21/2024 - Present
Great Valley Advisor Group, Inc. (Stuart FL)
BOTH
Issued 06/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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