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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nathanson is an investment advisor representative with Voya Financial Advisors, Inc., a firm with over 500 licensed agents and investment advisor representatives. David Nathanson has been in the industry for over 39 years, serving individuals, families, and businesses. David Nathanson offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. He has a wide range of experience working with clients, including high-net-worth individuals, corporations, and charitable organizations. David Nathanson is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63 and Series 65 licenses, along with the Securities Industry Essentials Examination (SIE). David Nathanson is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/04/2020 - Present
Voya Financial Advisors, Inc. (Ashland MA)
MA
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (N. QUINCY MA)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MA
06/29/1987 - 10/23/1989
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
CT
10/17/1984 - 09/20/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1976
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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