Nathan Morales (CRD# 6605377) is an Investment Advisor Representative working at Principal Securities, Inc. in Grand Rapids, MI and has over 6 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Watermark Advisory Group LLC | Grandville, MI | Jun 2023 - Current | < 1 |
| Principal Life Insurance Company | Grand Rapids, MI | Jun 2017 - Current | 6 |
| Principal Securities Inc. | Grandville, MI | Jun 2017 - Current | 6 |
| Watermark Investment Services | Grandville, MI | May 2021 - Jun 2023 | 2 |
| Hope College | Holland, MI | Aug 2013 - Jun 2017 | 3 |
| Giordano's | Holland, MI | Aug 2016 - Jan 2017 | < 1 |
| Robert W Baird | Holland, MI | May 2016 - Aug 2016 | < 1 |
| Northwestern Mutual | Chicago, IL | Jan 2016 - May 2016 | < 1 |
| Macatawa Legends Country Club | Holland, MI | Aug 2015 - Dec 2015 | < 1 |
| Warwick Hills Golf And Country Club | Holland, MI | May 2015 - Aug 2015 | < 1 |
| Warwick Hills Golf And Country Club | Grand Blanc, MI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
| S63 | Uniform Securities State Law Examination | Jul 2017 |
- MI
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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