Nathan NeceCRD Number: 6866527
Current Firm: Ameriprise Financial Services, LLC
Nathan Nece (CRD# 6866527) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wichita, KS and has over 2 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Equitable Advisors, LLC
American Independent Securities Group, LLC
|Ameriprise Financial Services, Inc.||Wichita, KS||Oct 2017 - Current||3|
|Profit Builders||Wichita, KS||Mar 2016 - Aug 2017||1|
|Textron Aviation / Beechcraft||Wichita, KS||Jan 2013 - Mar 2016||3|
|Newman University Math & Writing Center||Wichita, KS||Jan 2012 - Dec 2012||< 1|
|Newman University||Wichita, KS||Aug 2009 - Dec 2012||3|
|Benchmark Real Estate Group||Wichita, KS||May 2012 - Aug 2012||< 1|
|Newman Univeristy Media Support Help Line||Wichita, KS||Jan 2010 - Oct 2011||1|
|Knabe Tax & Accounting||Wichita, KS||May 2011 - Aug 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S65||NASAA Investment Advisors Law Examination||Jul 2018|
Total Assets Under Management313,282MILLIONS
Total Number of Accounts1,488,886ACCOUNTS
Average Account Value$210,414
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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