Nate Sorenson
Vice President - Investment Officer, Financial Advisor at Makarios Wealth Management Group of Wells Fargo Advisors
- Role
- Vice President- Investment Officer at Wells Fargo Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Nate Sorenson
We work with our clients to define and pursue what matters most to them while living a life of purpose. Our team has developed a process that delivers a top tier experience for our clients. Our goal in utilizing this process is to simplify the complexities of your success. We do this by aligning our client\'s assets with their values and intentions to bring clarity and confidence to their financial life. Our conviction to this process prevents outside noise from disrupting your financial well-being. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, and WI only. CA Insurance Producer License # 42•••38. Please contact me by e-mail, n••••••••@wellsfargoadvisors.com or by phone, Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Vice President- Investment Officer
Apr 2023 — Present · Houston, TX, US
Education
Texas A&M University
Bachelor of Science, Sports Management
2010 — 2014
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