Unclaimed
Nathaniel Patrick Green is a financial advisor at Foster & Motley Inc. Nathaniel has been with the firm since May 2023, and has worked in the financial services industry since June 2022. Nathaniel is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Nathaniel's office is located in Cincinnati, OH.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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OH
12/26/2024 - Present
Foster & Motley Inc. (CINCINNATI OH)
Active
Inactive
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