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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Carulli is an Investment Advisor Representative with Cetera Investment Advisers LLC. Nathaniel has been working in the financial services industry since July 23, 2001. Nathaniel holds a Series 6, Series 7, Series 63, and Series 66 licenses. Nathaniel is also registered with the state of Texas as an Investment Advisor Representative. Prior to joining Cetera Investment Advisers LLC, Nathaniel worked for Foresters Financial Services, Inc., a firm that provides financial services to individuals and families. Nathaniel's specialties include Financial Planning, Portfolio Management, and Pension Consulting.
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.
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
PA
10/27/2022 - Present
Cetera Investment Advisers LLC (CANONSBURG PA)
PA
07/24/2001 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CANONSBURG PA)
BOTH
Issued 08/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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