Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Barton is a financial advisor with Simplicity Wealth. Nathaniel has been working in the financial industry since 2003. Nathaniel holds Series 6, Series 63 and Series 65 licenses. Nathaniel is registered to provide investment advice in Arizona, Colorado, and Pennsylvania. Nathaniel is also a Senior Planning Associate with Simplicity Group and Guardian Wealth Management. Nathaniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Nathaniel also provides financial planning services. Nathaniel is dedicated to helping clients 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.
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.
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
NJ
09/30/2022 - Present
Simplicity Wealth (SUMMIT NJ)
AZ
12/16/2015 - 07/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)
CO
09/03/2014 - 11/21/2014
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
09/20/2013 - 08/28/2014
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
CO
02/28/2008 - 05/30/2013
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
03/07/2007 - 02/26/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
FL
05/31/2006 - 03/06/2007
VANTAGE SECURITIES, INC. (MIAMI FL)
VA
12/19/2003 - 06/08/2006
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
IA
Issued 08/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Nathaniel Barton is the right advisor for you? Invested Better is here to help.
