Unclaimed
Nathaniel Sibley Barnard is a financial advisor registered with the state of Washington. He holds the Series 66, SIE, and Series 7 licenses and is also a Chartered Financial Analyst. Nathaniel has been working in the financial services industry since 2014. He is currently employed at LNW Wealth Management, LLC, located in Seattle, Washington. He has previously worked at Leader Capital Corp. in Portland, Oregon. Nathaniel specializes in financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
WA
04/30/2018 - Present
LNW (SEATTLE WA)
OR
05/01/2014 - 01/12/2016
LEADER CAPITAL CORP. (PORTLAND OR)
BOTH
Issued 06/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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