Unclaimed
Nathaniel Prout is an Investment Advisor Representative at CG Advisory Services, with a registration date of February 2, 2023. Nathaniel is licensed in Michigan, having passed the Uniform Investment Adviser Law Examination. Nathaniel has been in the industry since December 2014. CG Advisory Services is a firm that provides financial planning, pension consulting, and educational seminars to their clients. They also manage portfolios for both businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/02/2023 - Present
CG Advisory Services (WILLIAMSTON MI)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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