Years of Experience
5-20+ Years
DENVER, CO
6 Years Experience
0 Disclosures
ADVISOR BIO
Nacole Marie Light is a financial advisor with MML Investors Services, LLC. Nacole is also registered as an Investment Advisor Representative. Nacole's professional experience includes working with clients including corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Nacole has been working in the industry since 2018 and previously worked for Pruco Securities, LLC. Nacole holds several licenses and registrations, including the Series 7, Series 63, Series 65, Series 52, and Series 53 exams. Nacole also specializes in a variety of financial areas, including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
DENVER, CO
2 Years Experience
0 Disclosures
ADVISOR BIO
Nadim Quarshie is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Denver, CO. Nadim has been in the industry since 2016 and holds Series 6, 7TO, SIE and Series 66 licenses. Previously, Nadim was an advisor at U.S. Bancorp Investments, Inc. in Denver, CO from 2016 to 2016. Nadim is registered to provide investment advisory services in Colorado.
SPECIALIZATIONS
DENVER, CO
17 Years Experience
0 Disclosures
ADVISOR BIO
Naomi Rominski is a Registered Representative and Investment Advisor Representative associated with Geneos Wealth Management, Inc. Naomi has been in the industry since March 31, 2008 and has worked for both Western International Securities, Inc. and Geneos Wealth Management, Inc. Naomi is registered in California and Colorado and is currently employed by Geneos Wealth Management, Inc. in Denver, Colorado. Naomi has passed both the Series 66 and Series 7 exams. Naomi's areas of specialization include portfolio management for both businesses and individuals, financial planning and pension consulting.
SPECIALIZATIONS
DENVER, CO
0 Disclosures
ADVISOR BIO
Nasimul Khan is a financial advisor registered with The Mather Group, LLC. Nasimul has been in the financial services industry since 2013. Nasimul has Series 6, 7, 31 and 63 registrations. He is also a Certified Financial Planner. Nasimul has been employed with Fidelity Brokerage Services LLC, AllianceBernstein Investments, Inc., Mercer Global Advisors Inc., and The Mather Group, LLC. Nasimul has experience with a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The Mather Group, LLC is a registered investment advisor with headquarters in Chicago, Illinois. They offer a variety of services, including financial planning, portfolio management for individuals, and educational seminars.
SPECIALIZATIONS
DENVER, CO
2 Years Experience
0 Disclosures
ADVISOR BIO
Natalie Elizabeth Leon is a financial advisor at D.a. Davidson & Co. Natalie has been working in the financial industry for a few years and is registered with FINRA and the state of Colorado. Natalie has a Series 7, Series 63, Series 99TO and the SIE license. Natalie is focused on providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and corporations. Natalie has experience working with high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations. Natalie's firm, D.a. Davidson & Co., is headquartered in Great Falls, MT and has over 1000 clients and over $36 billion in assets under management.
SPECIALIZATIONS
Denver, CO
0 Disclosures
ADVISOR BIO
Nathan Bengali is an Investment Advisor Representative registered in California and Colorado. He is currently employed by Compound Planning and has been in the industry since June 2014. Nathan has a Series 65 license, which is a uniform investment adviser law examination. Nathan specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses.
SPECIALIZATIONS
DENVER, CO
2 Years Experience
0 Disclosures
ADVISOR BIO
Nathan Ketcham is a financial advisor with LPL Financial LLC, with over two years of experience in the financial services industry. Nathan Ketcham is registered with the state of Colorado as an Investment Advisor Representative and holds Series 7TO and SIE licenses. Nathan Ketcham works with a range of clients, including individuals, businesses, and retirement plans. Nathan Ketcham is committed to providing personalized financial advice and helping clients achieve their financial goals.
SPECIALIZATIONS
DENVER, CO
15 Years Experience
0 Disclosures
ADVISOR BIO
Nathan James Matthews is a financial advisor with UBS Financial Services Inc. located in Denver, Colorado. Nathan has been in the industry since March 24, 2010. He is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Nathan holds Series 7, Series 31, and Series 66 licenses and is also a Certified Financial Planner.
SPECIALIZATIONS
Denver, CO
14 Years Experience
0 Disclosures
ADVISOR BIO
Nathan Couch is a financial advisor associated with BOK Financial Securities, Inc., and has been in the industry since June 2011. Nathan is registered with the state of Colorado and is active in both Broker-Dealer and Investment Advisor capacities. Nathan has experience in providing advice to clients on a wide range of investment products and services, including portfolio management, financial planning, and educational seminars. Nathan also has experience with the Municipal Securities Representative Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.
SPECIALIZATIONS
DENVER, CO
0 Disclosures
ADVISOR BIO
Nathan Zolynsky is a registered Investment Advisor Representative with Mercer Global Advisors Inc. Nathan is currently registered in Michigan and Texas, and previously worked at Vintage Financial Services, LLC, Advanced Wealth Strategies, and Hantz Group. Nathan has passed both the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Nathan is also a specialist in financial planning, pension consulting, portfolio management, and providing educational seminars.
SPECIALIZATIONS