Nathan Stagg Email & Phone Number

Ogden, Ut, Us

Cottonwood Heights, Ut, Us

St. Louis, Missouri, Us

As an Investment Resource Consultant at Wells Fargo Advisors, I am responsible for providing expert guidance to clients seeking information on securities and investment options. I address a variety of client inquiries, covering topics such as the tax implications of different securities, risk assessment, contribution limits, and other relevant restrictions. Additionally, I assist clients in opening Wells Trade accounts and Intuitive Investor accounts, which may range from standard brokerage accounts to specialized accounts such as IRAs and Trusts.Key Achievements and Contributions:Successfully completed and passed all three essential certifications: Series 7, Series 66, and SIE, along with only five other colleagues out of an initial cohort of ten.Skills Utilized:Apply effective sales techniques to meet client needs and expectations.Provide exceptional customer service, ensuring a positive and informative experience for clients.Utilize in-depth knowledge of the investment industry to address client inquiries and concerns.Challenges Overcome:Successfully navigated the rigorous certification process, demonstrating resilience and self-motivation.Managed time efficiently during the initial months, independently studying and passing all required certifications with no external assistance.

Provo, Ut, Us

At Vivint, I manage customer relationships and maintain andmanipulate a database in a specialized team. I use practicalcommunication skills to retain customers who want to cancelservices and prioritize tasks for efficient customer service.

Orem, Utah, Us

I gained sales experience selling pest control door-to-doorin Chicago. Received daily training from top-sellingprofessionals and managed my own schedule and area.Developed essential skills in people management, sales, andtime management.

Westfield, Indiana, Us