05/29/2026
Excited to share that Nate recently passed his Series 66 exam and is now fully licensed as he officially steps into an Associate Advisor role with our team.
Over the past year, Nate has spent countless hours studying and preparing for his licensing exams while continuing to be involved behind the scenes with our team and practice. With this milestone now complete, clients will begin seeing Nate more involved in meeting preparation, analyses, client support, and sitting in on meetings as he continues growing into his new role.
As Pilot Wealth Advisors continues to grow, we’re excited to continue building a strong team focused on delivering a high level of service and support for our clients, and we’re grateful to have Nate as part of that future.
Congrats, Nate! 👏
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