Nathan MoralesCRD Number: 6605377
Current Firm: Principal Securities, Inc.
Nathan Morales (CRD# 6605377) is an Investment Advisor Representative working at Principal Securities, Inc. in Grandville, MI and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
J.p. Morgan Securities LLC
|Watermark Investment Services||Grandville, MI||May 2021 - Current||< 1|
|Principal Life Insurance Company||Grandville, MI||Jun 2017 - Current||4|
|Principal Securities Inc.||Grandville, MI||Jun 2017 - Current||4|
|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|
|Grand Blanc Community School||Grand Blanc, MI||Sep 2001 - May 2013||11|
|Al Serra Auto Plaza||Grand Blanc, MI||Oct 2012 - Mar 2013||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2018|
|S63||Uniform Securities State Law Examination||Jul 2017|
Total Assets Under Management9,321MILLIONS
Total Number of Accounts38,492ACCOUNTS
Average Account Value$242,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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