Nathan Shive
Financial Services Representative at Vista Wealth Solutions
- Role
- Financial Services Representative at Vista Wealth Solutions
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
About Nathan Shive
I work extremely hard to provide individuals, families and business owners the assistance…
Experience
Financial Services Representative
Aug 2018 — Present
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I provide an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer solutions to fill them. I provide a broad portfolio of individual life, disability, long-term care insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Education
New School of Radio and Television
Certification in Broadcasting, Radio and Television
1992 — 1992
Messiah University
BA, Political Science
1988 — 1992
AISJ
High School Graduate
1985 — 1988
The American College of Financial Services
LUTCF (2009), ChFC® (2013), RICP® (2015), CLU® (2018), ChSNC® (2022), Insurance & Financial Services
2006 — 2013
Pinelands High School
Completed Standard 7 before transferring to AISJ, Latin & Accountancy
1983 — 1984
Skills
- Employee Benefits
- Iras
- Series 63
- 401k
- Fixed Annuities
- Disability Insurance
- Annuities
- Long Term Care Insurance
- Securities
- Estate Planning
- Series 6
- Retirement Planning
- Insurance
- Series 24
- Series 7
- Financial Services
- Investments
- Retirement
- Wealth Management
- Asset Allocation
- Mutual Funds
- Succession Planning
- 401k Rollovers
- Term Life Insurance
- Financial Advisory
- Group Benefits
- Ira's
- Roth Ira
- Small Business
- Long-Term Care
- Life Insurance
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