Vice President, BayCoast Financial Services Financial Advisor, Infinex Investments Inc. 508-742-4721 firstname.lastname@example.org
Nate began his career as a financial service professional in 2002, and over the years has developed an extensive background in investments, lending, insurance, and banking. Prior to joining BayCoast Financial Services early in 2012, he had most recently managed the New Bedford Loan Center at St. Anne’s Credit Union. Prior to that, he was a senior account executive at HSBC Bank Corporation where he ranked as one of the top employees in the country from 2003 to 2005. Due to his extensive lending experience, Nate has the unique ability to look at both sides of the balance sheet to create personalized financial solutions for his clients. Above all, he strongly believes there are no “one-size-fits-all” solutions when it comes to investing or planning for the future. Nate is responsible for investment & retirement planning in addition to wealth transfer & safe-money solutions in Dartmouth, Westport, New Bedford, Fairhaven, Tiverton, Little Compton, & the surrounding areas.
Mr. Rego attended the University of Massachusetts – Dartmouth and completed an extensive investment training program at Morgan Stanley Smith Barney. He is a Registered General Securities Representative, Investment Advisor Representative, (Series 7, Series 66, and Series 31) and holds both Life & Health insurance licenses in Massachusetts, Rhode Island, and Florida.
Nate Rego lives in Dartmouth, Massachusetts with his wife and son. He is a regular volunteer and committee member at Dartmouth Natural Resources Trust, a non-profit land trust that is responsible for the protection & preservation of over 5000 acres in the town of Dartmouth. He also volunteers regularly with the DYAA, coaching both youth baseball & basketball. In addition, he is a participant in the “Credit for Life” interactive financial literacy program for local area high school students, stressing the importance of saving early and often.
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. BayCoast Financial Services is a subsidiary of BayCoast Bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Associate Advisor, BayCoast Financial Services