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Nate Leedy
District Manager, Advisor at Florida Financial Advisors
Nate Leedy is a financial services professional currently serving as the Regional Vice President at Florida Financial Advisors.3 His career at the company has shown steady progression since he joined in October 2020.1 Here's a comprehensive overview of Nate Leedy's professional background:
Career at Florida Financial Advisors
Nate Leedy has held several positions at Florida Financial Advisors:
- Regional Vice President (Current role since August 2022)1
- District Manager (March 2021 - June 2022)3
- Junior Financial Advisor
- Junior Financial Consultant1
Education
Nate attended Middlebury College from 2013 to 2017, where he earned a Bachelor of Arts degree in Economics.1
Professional Qualifications
Leedy holds several industry qualifications:
- Passed 1 principal/supervisory exam
- Passed 2 general industry/product exams
- Passed 2 state securities law exams2
Registrations and Licenses
He is registered with:
- Florida Financial Advisors, LLC (since November 6, 2020)
- Trinity Wealth Securities, L.L.C. (since June 2, 2020)2
Nate is licensed as an agent in multiple states, including Alabama, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, New Hampshire, North Carolina, Pennsylvania, Texas, and Virginia.2
Previous Experience
Before joining Florida Financial Advisors, Nate was a Co-owner at 239 Custom Builds LLC from May 2017 to May 2020.2
Professional Approach
At Florida Financial Advisors, Nate focuses on innovative financial planning, aiming to redefine traditional approaches. He considers the impact of one's profession on their financial well-being as a crucial aspect of their comprehensive Advisory Model.
Nate Leedy's LinkedIn username is nleedyffa3, which differs slightly from the one provided in the query (nleedy239).