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Nate Abbe

With a solid foundation in finance and financial planning, I graduated with honors from the University of Delaware.... | Greater Philadelphia, Greater Philadelphia, United States

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Nate Abbe’s Emails [email protected]

Nate Abbe’s Phone Numbers No phone number available.

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Nate Abbe’s Location Greater Philadelphia, Greater Philadelphia, United States

Nate Abbe’s Expertise With a solid foundation in finance and financial planning, I graduated with honors from the University of Delaware. My academic journey equipped me with a robust understanding of financial principles, bolstered by a minor in trust management, which further deepened my expertise in managing assets and ensuring financial security for individuals and families. Eager to continuously enhance my skills and knowledge, I've recently attained my SIE, Series 7, and Series 66 exams, further solidifying my proficiency in securities trading and investment advisory services. These certifications underscore my commitment to professionalism and regulatory compliance in the financial industry. Looking ahead, I am enthusiastic about pursuing my Certified Financial Planner (CFP) certification to broaden my scope of practice and better serve my clients' holistic financial needs. I am deeply invested in helping individuals navigate their financial journeys with confidence and clarity, and I am dedicated to delivering tailored solutions that align with their unique goals and aspirations.

Nate Abbe’s Current Industry Janney Montgomery Scott

Nate Abbe’s Prior Industry
Blue Hen Investment Club | Lambda Chi Alpha Fraternity | Rockwood Wealth Management | Vanguard | Janney Montgomery Scott

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Work Experience

Janney Montgomery Scott

Wealth Planning Associate

Thu Feb 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Janney Montgomery Scott

Private Client Associate

Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Vanguard

Advice Intern

Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Rockwood Wealth Management

Financial Planning Intern

Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Feb 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Lambda Chi Alpha Fraternity

President

Wed Dec 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Lambda Chi Alpha Fraternity

Treasurer

Sun Nov 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Blue Hen Investment Club

Sector Analyst

Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Nate Abbe Email Addresses

[email protected] Email

Nate Abbe Phone Number

No phone number available. Phone number

FAQ About Nate Abbe

Nate Abbe is located at
Greater Philadelphia, Greater Philadelphia, United States

Nate Abbe is a
With a solid foundation in finance and financial planning, I graduated with honors from the University of Delaware. My academic journey equipped me with a robust understanding of financial principles, bolstered by a minor in trust management, which further deepened my expertise in managing assets and ensuring financial security for individuals and families. Eager to continuously enhance my skills and knowledge, I've recently attained my SIE, Series 7, and Series 66 exams, further solidifying my proficiency in securities trading and investment advisory services. These certifications underscore my commitment to professionalism and regulatory compliance in the financial industry. Looking ahead, I am enthusiastic about pursuing my Certified Financial Planner (CFP) certification to broaden my scope of practice and better serve my clients' holistic financial needs. I am deeply invested in helping individuals navigate their financial journeys with confidence and clarity, and I am dedicated to delivering tailored solutions that align with their unique goals and aspirations. Janney Montgomery Scott

Nate Abbe currently works in the
Janney Montgomery Scott

Nate Abbe specializes in
With a solid foundation in finance and financial planning, I graduated with honors from the University of Delaware. My academic journey equipped me with a robust understanding of financial principles, bolstered by a minor in trust management, which further deepened my expertise in managing assets and ensuring financial security for individuals and families. Eager to continuously enhance my skills and knowledge, I've recently attained my SIE, Series 7, and Series 66 exams, further solidifying my proficiency in securities trading and investment advisory services. These certifications underscore my commitment to professionalism and regulatory compliance in the financial industry. Looking ahead, I am enthusiastic about pursuing my Certified Financial Planner (CFP) certification to broaden my scope of practice and better serve my clients' holistic financial needs. I am deeply invested in helping individuals navigate their financial journeys with confidence and clarity, and I am dedicated to delivering tailored solutions that align with their unique goals and aspirations.

Nate Abbe speaks the following languages:
No languages available.

Nate Abbe has prior experience in the following industries:
Janney Montgomery Scott , Vanguard , Rockwood Wealth Management , Lambda Chi Alpha Fraternity , Lambda Chi Alpha Fraternity , Blue Hen Investment Club

Nate Abbe has the following professional experience:
Janney Montgomery Scott , Janney Montgomery Scott , Vanguard , Rockwood Wealth Management , Lambda Chi Alpha Fraternity , Lambda Chi Alpha Fraternity , Blue Hen Investment Club .