Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Conery is a financial professional with over 11 years of experience in the industry. Nathaniel has a Series 7, Series 66 and Series 99TO licenses, along with the SIE exam. Nathaniel is also a Certified Financial Planner. Nathaniel currently works for LPL Financial LLC and previously worked at U.S. Bancorp Investments, Inc., RBC Capital Markets, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nathaniel has experience working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/07/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MN
10/10/2023 - 01/30/2024
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
01/18/2017 - 08/30/2023
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
08/10/2012 - 01/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 09/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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