Nate Perschon
Financial Advisor at First Command Financial Services, Inc.
- Role
- Financial Advisor at First Command Financial Services, Inc.
- Location
- Layton, UT, US
- LinkedIn followers
- 500 followers
About Nate Perschon
Periodically I post information regarding my employer First Command Financial Services…
Experience
Financial Advisor
First Command Financial Services, Inc.
Dec 2012 — Present · Layton, UT, US
Providing full financial planning and investment advisory experience to individuals in all stages of life. Also helping businesses establish 401k retirement plans and helping them secure business loans. Additionally, providing ongoing service, support and relationship management to clients.
Skills
- Project Management
- Portfolio Management
- Fixed Income
- Financial Advisory
- Capital Markets
- Retirement Planning
- Wealth Management
- Risk Management
- Financial Services
- Asset Allocation
- Securities
- Relationship Management
- Investments
- Series 63
- Trading
- Finance
- Financial Modeling
- Alternative Investments
- Investment Advisory
- Retirement
- Financial Analysis
- Management
- Asset Management
- Investment Strategies
- Leadership
- Hedge Funds
- Strategic Planning
- Mutual Funds
- Series 7
- Uniform Combined State Law
- Equities
- Options
- Financial Planning
- 401k
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