Nathan Rego
Vice President BayCoast Financial Services and Osaic Financial Advisor
- Role
- Vice President Baycoast Financial Services and Osaic Institutions Financial Advisor at Osaic Institutions
- Location
- Westport, MA, US
- LinkedIn followers
- 500 followers
Experience
Vice President Baycoast Financial Services and Osaic Institutions Financial Advisor
Jan 2012 — Present
Investment products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. BayCoast Financial Services is a subsidiary of BayCoast Bank. Osaic is not affiliated with either entity. Products and services made available through Osaic are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of, nor guaranteed or insured by BayCoast Bank or any of its affiliates. These products are subject to investment risk, including possible loss of principal amount invested.
Education
University of Massachusetts Dartmouth
Business Administration and Management, General
Skills
- Investments
- Estate Planning
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Wealth Management
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