Nathan Morales, financial advisor Grandville MI

Nathan Morales

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Nathan J. Morales
Phone Number: 888-774-6267
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    9,321
    MILLIONS
  • Total Number of Accounts
    38,492
    ACCOUNTS
  • Average Account Value
    $242,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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