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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 Siegel is a financial advisor with TLG Advisors, Inc. Nathaniel has been in the industry since 2013. He specializes in a variety of financial services, including portfolio management, financial planning, and pension consulting. Nathaniel holds Series 6, 63, 65 and 26 securities licenses. Nathaniel is also registered with the state of Virginia.
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.
Placement of institutional funds
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
CO
10/13/2020 - Present
TLG Advisors, Inc. (LITTLETON CO)
VA
05/12/2016 - 06/24/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RESTON VA)
DC
02/26/2014 - 05/11/2016
LOCKTON FINANCIAL ADVISORS, LLC (WASHINGTON DC)
VA
03/12/2013 - 02/27/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)
IA
Issued 10/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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