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 an investment advisor representative with over 8 years of experience in the financial services industry. Nathaniel has held positions at several firms including Key Investment Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citizens Securities, Inc.. Nathaniel is currently registered with LPL Financial LLC and has licenses in Florida and Michigan. Nathaniel specializes in portfolio management for businesses and individuals, financial planning, 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.
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.
1
2
FL
02/10/2025 - Present
LPL Financial LLC (NEW PORT RICHEY FL)
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 01/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Nathaniel Roberts is the right advisor for you? Invested Better is here to help.
