Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Roberts is a financial advisor with Cetera Investment Advisers LLC. Nathaniel has been in the financial services industry since 2015. Nathaniel has a broad background in financial planning and investment management, including experience with high-net-worth individuals, corporations, and charitable organizations.
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.
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2
MI
07/24/2023 - Present
Cetera Investment Advisers LLC (FARMINGTON HLS MI)
MI
04/11/2022 - 08/02/2023
THE HUNTINGTON INVESTMENT COMPANY (Ann Arbor MI)
MI
11/25/2019 - 04/04/2022
CITIZENS SECURITIES, INC. (CANTON MI)
MI
09/06/2019 - 11/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
MI
11/20/2017 - 05/31/2019
KEY INVESTMENT SERVICES LLC (YPSILANTI MI)
CT
06/28/2017 - 11/06/2017
CITIZENS SECURITIES, INC. (GUILFORD CT)
CT
11/25/2015 - 06/12/2017
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BOTH
Issued 1/3/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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