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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Boise, ID

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Nathanael Downs is an investment advisor representative who has been in the financial industry since 2011. Nathanael Downs is currently registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Nathanael Downs is licensed to provide investment advice in several states, including Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Louisiana, Maine, Maryland, Massachusetts, Michigan, Nevada, New Mexico, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Nathanael Downs specializes in providing financial planning, pension consulting, educational seminars, and market timing services. Nathanael Downs is also registered as an investment advisor representative with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Portsmouth, OH

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Patrick Frazie is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Nathaniel is a registered representative in Kentucky and Ohio. He is also a Registered Investment Advisor in Ohio. Nathaniel has been in the industry since August 2021. Nathaniel provides investment advice and financial planning services to individuals, corporations and charitable organizations. He has over 10 years of experience in the financial services industry. Nathaniel earned a Series 7, Series 66 and SIE license. Nathaniel has a strong track record of success in helping clients achieve their financial goals. He is committed to providing his clients with personalized service and comprehensive financial planning advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Corient | CFA ® (Certifications)

location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Nathaniel Haskell is a financial advisor with over 8 years of experience in the industry. Nathaniel holds the Series 66, Series 7, Series 11, and SIE licenses, and is a Chartered Financial Analyst. Nathaniel is currently registered with Corient in Washington. Nathaniel has previously worked with Mercer Allied Company, L.P., Columbia Pacific Wealth Management and Cresset Asset Management, LLC. Nathaniel specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and institutions. Corient is a registered investment advisor with over $118 billion in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Corient | CFP ®,CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Nathaniel David Corbitt is a financial advisor registered with Corient in Georgia and Texas. Nathaniel has been a financial advisor since 2011 and holds the Series 65 license, as well as the Certified Financial Planner and Chartered Financial Analyst designations. Nathaniel provides financial planning, educational seminars, market timing services, and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Medford, NJ

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Nathaniel Johnson is a financial advisor with over 20 years of experience in the industry. Nathaniel is registered with Cambridge Investment Research Advisors, Inc. in New Jersey and Texas, and has previously worked with FCG ADVISORS, LLC, MORGAN STANLEY, and UBS FINANCIAL SERVICES INC. in New Jersey. Nathaniel holds a Series 66 license and has passed the Securities Industry Essentials Examination and General Securities Representative Examination. Nathaniel is a financial advisor who provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

Cleveland, OH

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Neal Clemens is a financial advisor with Cambridge Investment Research Advisors, Inc. Neal has been a financial advisor for over 30 years and has extensive experience working with clients in a variety of financial planning areas. Neal has been with Cambridge since June 2019 and has previously been affiliated with a number of other firms, including USA Financial Securities Corporation and CFD Investments, Inc. Neal is a Registered Representative and Investment Advisor Representative for the firm. Neal is dedicated to helping individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Pewaukee, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Neal Allen Ignatowski is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Neal is a licensed insurance agent and has experience in a number of areas including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Neal has been in the financial industry since August 2008. Prior to joining Cambridge Investment Research Advisors, Inc. in 2017, Neal worked at Cetera Advisor Networks LLC, H. Beck, Inc., Packerland Brokerage Services, Inc., Freedom Investors Corp. and World Group Securities, Inc. Neal specializes in providing advice to individual clients, high-net-worth individuals, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

VIRGINIA BEACH, VA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Neeraj Agarwal is a financial advisor with Cambridge Investment Research Advisors, Inc. Neeraj has been in the financial services industry since 2008. Neeraj holds the Series 6, Series 7, Series 63, and Series 65 licenses. Neeraj is also a Certified Financial Planner and a Chartered Financial Consultant. Neeraj has worked for several firms including Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, Inc. Neeraj is registered in Florida, Minnesota, New York, Ohio, Texas, Virginia, and the Virgin Islands. Neeraj specializes in financial planning, portfolio management, and retirement planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

HUNTINGTON STA, NY

experience

28 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Neil Blitz is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Neil has been in the securities industry since March 18, 1997. Neil is licensed to provide investment advice in Florida, New York and Texas. Neil also has a series 6, 7, 63 and 65 licenses and has completed the Securities Industry Essentials (SIE) exam. Neil previously worked for LPL Financial LLC, J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., IFMG SECURITIES, INC., CITICORP INVESTMENT SERVICES, BNY INVESTMENT CENTER INC., ESSEX NATIONAL SECURITIES, INC. and PRUCO SECURITIES CORPORATION.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Towson, MD

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Neil Esterson is a financial advisor with Cambridge Investment Research Advisors, Inc. Neil is a registered representative in Maryland and Texas. Neil has been in the financial services industry since 2015. Neil offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Neil also provides financial education services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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